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Highland Investment Advisors and its affiliates are committed to respecting your privacy.   We value your trust and have policies and procedures in place to maintain the confidentiality and security of your personal information. We treat client information (both past and present) in a confidential manner.

Information We Collect

The following nonpublic information may be obtained directly from you.

  • Name, address, phone number and email address
  • Social Security or Taxpayer Identification Number
  • Family and general health data
  • Assets and liabilities
  • Account balances and activity
  • Accounts at other institutions

We do not solicit information about you from other external sources.

How We Use Information

We obtain nonpublic information to provide you with the professional services you have requested and to properly manage and coordinate professional services for your investment account.

Disclosures to Unaffiliated Third Parties

We do not disclose your information to outside parties. We do not share, sell or rent your personal information.

The use of, and access to, your personal information by Highland Investment Advisors, LLC is restricted to those employees who need to know that information to process transactions or provide financial services to you.

We will keep information about current, former, and prospective clients confidential unless: 1) the information concerns illegal activities on the part of the client or prospective client, 2) disclosure is required by law, to comply with subpoenas, or court or government agency orders, or 3) the client or prospective client provides written permission allowing disclosure of the information. This includes disclosing information to professionals such as: attorneys, accountants, and/or financial professionals in order to provide services on your behalf.

How We Protect Your Data

We maintain physical, electronic and procedural safeguards to limit access to your nonpublic personal information.  This includes physical and electronic data security measures, as well maintaining fault tolerant data processing capabilities.

Highland Investment Advisors, LLC appreciates your business.  If you have any questions or comments about this Privacy Policy, please call (414) 755-2309.

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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