HIGHLANDS ASSET MANAGEMENT, INC.

Overview

Highlands Asset Management, Inc. is a small, privately owned advisory corporation that manages portfolios for individuals, families and a limited number of business/institutional clients. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management services. It does not market itself as an ESG-focused manager, is not a multi-state adviser, and is not identified as a capital allocator or pension consultant. Advisory responsibilities reported include separate account portfolio management for individuals and small businesses, as well as for business or institutional entities. Ownership is held at the individual level and the firm is classified as unclassified in the snapshot data.

Assets & Accounts

Investments & Alternatives