Our brochure is intended to provide investors with a detailed overview of the business methods of our firm, the background of our personnel and the contract terms to all potential and existing customers in a “plain English” narrative. This brochure is also referred to as Form ADV Part IIA and IIB.

Firm Brochure

Working with Highland

As a fee-only registered investment advisor, we are motivated to solve not to sell.

Explore our website and then call us to schedule an in-person meeting.

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