HIGHSTONE GROUP

Overview

Highstone Group is an independent registered investment adviser focused on serving individual and family clients, with an advisory emphasis on financial planning and portfolio management for individuals and small businesses. The firm operates as both a registered representative of a broker-dealer and an insurance broker, which allows it to combine fee-based investment management with commissionable insurance and brokerage solutions. Its fee schedule is varied — percentage of AUM, hourly fees, fixed fees and commissions — reflecting a hybrid servicing model that can accommodate ongoing portfolio management as well as project-based planning work. Investment activity skews toward liquid public markets, with a clear tilt to exchange-traded equities as the primary holding type. At the same time, Highstone Group uses third-party real estate managers as its designated alternative allocation and supplements public equity exposure with mutual funds, annuities and corporate debt instruments. The firm is not positioned as an ESG-focused investor and does not identify itself as a capital allocator; instead, it deploys client capital across standard wealth management vehicles and selected third-party alternative real estate strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices