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Kelly O'hara
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Work Experience
Consulting
1996 - Present · 29 years
Company Details
Highland was founded in 1993 and provides fee-only consulting services to institutional investors and their fiduciaries. Our firm operates on the philosophy of "investor advocacy." As our clients' Investor Advocates®, we work to improve our clients’ prospects for success. Our approach dictates that our ownership, operational, and compensation structures be aligned with clients, adhering to the philosophy that "our only alliance is with our clients." Highland serves a wide array of clients. Fiduciary clients include defined benefit and defined contribution plans, Taft-Hartley plans, foundations, endowments, and other institutional investors. Clients also include family offices and similar private investors. The growth of our client base follows a managed approach in terms of the number of clients we serve and the total amount of assets we oversee. Highland maintains a commitment to grow at a rate that allows us to provide the resources, responsiveness and service that our clients deserve.
Year Founded
1993
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
159 Crocker Park Blvd Ste 350 Cleveland, Ohio 44145, US
Keywords
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