Our Investment Management Approach
Considering today's global economy and variable markets, achieving financial success can be a complex and mystifying process for even the most experienced investors. We provide access to the necessary tools, personalized services, and expertise to help you develop, and more importantly, execute, a well-coordinated plan that goes beyond one-dimensional product strategies.
We are strictly fee-based and client-focused. We do not have any internal products and have no personal incentive to select one product over another. Our investment solutions are unbiased, flexible, and always aligned with your goals and values.
What We Offer
Diversification
One of the keys to the preservation of wealth that you have accumulated. We diversify our portfolios across all asset classes, geographies, and risk levels. This includes utilizing best of breed managers within private equity, real estate, and alternative investments.
Open Platform
We view all investment strategies from multiple angels. As a fiduciary, we continually analyze all investment strategies and investment managers using our own risk measurement tools, as well as third-party monitoring programs. Our open platform allows us to integrate and monitor those "best of breed" managers.
Tax Efficiency
Proper tax management requires a focused and attentive plan. We utilize an active tax-loss harvesting and location strategy to improve after-tax investment performance. Working in concert with your tax advisor, we aim to lower your tax bill and boost returns.
Liquidity Management
In building a financial plan, we take into account the need to access funds for unexpected expenses or opportunities. At Highland Peak Wealth, we offer credit and lending strategies to avoid forced selling and, more importantly, keep you invested.
Investment Policy Statement
We develop an IPS in collaboration with every client - it is the foundation of your relationship with Highland Peak Wealth. The IPS guides the investment strategy, and clearly defines your goals and objectives.
Impact Investing
Defined as the integration of social and environmental factors into investment decisions. Impact investing is one of the most exciting trends in finance today. It has the power to tackle our most pressing social and environmental problems.