Milwaukee Wisconsin Investment Management and Financial Planning

Highland Investment Advisors, LLC

At Highland Investment Advisors, we aim to promote your prosperity while protecting your peace of mind.

Comprehensive, Effective Planning Solutions

Our process starts with planning so that we achieve clarity about our clients' goals and develop an actionable, purpose driven plan.

Unique Investment Management Approach

Our investment management approach balances Growth, Risk Reduction, and Inflation Protection. We emphasize global diversification, low cost, tax efficiency, and creative, sound diversification.

Retirement Plan Services for Businesses

We strive to deliver significant administrative cost savings, access to sophisticated investment expertise, and personalized service from a local, independent firm.

Advisor Services Platform

Thinking of going independent or developing a fee-based practice? Talk to Highland about our Advisor Services platform.

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.

In The News

March 20, 2012

We are dieticians, not butchers

Confused by what the difference is between Fiduciaries and Brokers? This two minute video is the best explanation we’ve come across.

March 12, 2012

84% of Actively Managed U.S. Equity Funds Underperformed Their Benchmark in 2011

NEW YORK, March 12, 2012 /PRNewswire/ — Findings released today by S&P Indices for its full year 2011 S&P Indices Versus Active Funds Scorecard (SPIVA) show that approximately 84% of actively managed U.S. equity funds underperformed their relative S&P benchmark in 2011. Over the previous three-and five-year periods, approximately 56% and 61% of actively manage equity funds underperformed their benchmark.

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.