HighView Financial Group is an experienced investment counselling firm. Acting as an outsourced Chief Investment Officer, we design, implement and help manage tailored investment portfolios for our Advisors, Families and Institutions.
We manage the private wealth of affluent families, the pension and investable assets of their businesses, and the foundations & endowments which they support. We service our clients directly and in partnership with their professional advisors.
We are unwaveringly objective and transparent in architecting financial portfolios in our clients’ best interests as we do not engage in any related investment management businesses. We have a fiduciary (legal and ethical) responsibility for our clients’ assets, and are only compensated through client fees for objective and experienced advice and research. Our client’s assets are strictly held by third-party respected institutions, never by us.