About Us
Highland Investment Advisors is a registered investment advisor (RIA) providing investment management and financial planning since 2006. Based in Milwaukee, WI, we serve clients in eight states and manage investments for individuals, retirement plans, not-for-profits, and independent investment advisors.
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The Good Old Days?
“The hardest arithmetic for human beings to master,” wrote the great American working man’s philosopher Eric Hoffer, “is that which enables us to count our blessings.” It’s a piece of wisdom worth recalling after another year that has tested the nerve of many investors and prompted questions about what current generations have done to deserve to live in such a tempestuous stage of history. Read More
Living with Volatility
The current renewed volatility in financial markets is reviving unwelcome feelings among many investors-feelings of anxiety, fear, and a sense of powerlessness. These are completely natural responses. Acting on those emotions, though, can end up doing us more harm than good. Read More
Getting Started - It starts with a conversation. Let us show you our unique approach to wealth management.
Unbiased and Independent - When you work with Highland, you work with the owners, not an employee selling a company.
Credentials Matter - Our principals hold the prestigious Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) professional designations.
