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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Giving Back
Giving back to the community in which we work and live holds importance to us. Adam Drake’s volunteer work at the University of Wisconsin – Milwaukee (UWM) Alumni Association is admirable and noteworthy.
Highland Investment Advisors’ Giving Back: Adam Drake’s Alumni Spirit Runs Deep can be viewed by clicking here.
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Access the entire Highland Columns Volume 2, Issue 2 by clicking here.
What’s the Password? By: Al Young
I recently probated the estate of a young man who died unexpectedly. John was tech-savvy, paid all of his bills online, and received all of his bank statements and investment account statements electronically. The problem was that no one knew his user names or passwords.
Highland Investment Advisors’ What’s the Password? can be viewed by clicking here.
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Access the entire Highland Columns Volume 2, Issue 2 by clicking here.
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.
