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- Custodian
- Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- VertexEagle harbor +more
- Established Date
- 10-01-1993
- Office Locations
- 1
Office Locations
About Highland Consulting Associates Inc.
Highland Consulting Associates is an independent, fee-only investment consulting firm providing commission-free, conflict-free advice for retail and institutional clients. Founded in 1993, it serves as “Investor Advocates,” supporting portfolio stewardship and asset-allocation decisions across public and private investment vehicles. Highland was ranked 42nd in Pensions & Investments’ 2024 Consultants Directory for worldwide institutional assets under advisement.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
Michael Anthony Grater
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
RICHARD VERES
Associate, Chief Compliance Officer, President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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THOMAS RANDALL FAIRFAX
--
- CRD
- #3172004
Laurel Fitzsimmons
--
- CRD
- #8150378
Zenith legacy
Delta prime
- CRD
- #65550
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $608,960,943 | $10,874,303 |
| Non-Discretionary | $21,321,000,895 | $51,750,002 |
| Total | $21,929,961,838 | $46,858,893 |
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Separately Managed Accounts
Total SMA Asset: $21,929,961,838
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,272,118,693 | 31.6% |
| Private Funds | $1,042,586,109 | 14.5% |
| Other | $1,042,586,109 | 14.5% |
| Cash | $2,832,958,116 | 39.4% |
| Total | $7,190,249,027 | 100.0% |