HIGHMARK, LLC

Overview

Highmark, LLC is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals and families. The firm operates as a capital allocator, assembling portfolios using a mix of exchange-traded equities, mutual funds and third‑party alternative managers. Its advisory services include individual and small-business portfolio management, pension consulting, selection of other advisers and comprehensive financial planning. Highmark does not identify as an active ESG investor and is not positioned as a multi-state adviser. Investment activity emphasizes liquid public equity exposure, with a clear preference for equities as the largest allocation within client portfolios. The firm also sources real estate exposure through external managers and uses both percentage-of-AUM and non-AUM fee options (hourly and fixed) to serve a mix of client needs. Highmark’s model is oriented toward discretionary management: the firm reports that its assets are managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices