Highlands Investment Management
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Overview
Highlands Investment Management operates as a financial advisory company that has its headquarters in Miami, Florida. It has a small group, including 1 financial advisor. Highlands Investment Management is not a registered broker-dealer, meaning the company cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as equities, bonds and options.
The company's central office is located at 777 Brickell Avenue, Suite 547, Miami, Florida 33131. Highlands Investment Management is permitted to provide services to clients in the state of Florida.
Number of Advisors
Disclosures
Office Location
Highlands Investment Management by the Numbers
4
Products and Services
Highlands Investment Management provides multiple services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. The firm is not involved in selling products or offering services apart from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely depend on which service is offered. However, fees charged by the firm can be comprised of any combination of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
Disclosures
Highlands Investment Management does not have any disclosures.
Please visit its Form ADV for more details.
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