Purpose-Driven Investment Effectiveness

Every investment dollar stands behind a specific purpose.

Hightree Advisors is an independent investment consultancy helping organizations and their investment service providers to improve the effectiveness of invested assets. 


Our measures and methods empower investment programs of endowments, foundations, hospital systems, insurance companies, family offices, high net worth individuals, and pensions funds.

We are a true client advocate. Fiduciaries can be confident that our recommendations for improved effectiveness are solely in their interest.  


We are committed to the following principles:


  • Value creation:  Apply useful measures and methods that demonstrate the value potential of improvements to investment programs

  • Practicality: Provide roadmaps for change that meet clients' needs

  • Education: Build sustainable investment know-how within our clients' organizations

  • Independence:  Remain independent of any products or services we recommend


© 2020 Hightree Advisors LLC. All Rights Reserved.

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