Purpose-Driven Investment Effectiveness

Every investment dollar stands behind a specific purpose for its organization.

Hightree Advisors is an independent institutional investment consultancy helping organizations – endowments, foundations, hospital systems, insurance companies, family offices and pension funds - improve the effectiveness of their invested assets to better drive their purpose.

We help to identify and create value in investment programs through improved risk allocation, governance and by managing costs over the investment lifecycle.  We work closely with fiduciaries and finance teams to design efficient programs that are transparent, disciplined and easy to implement.

 

As a true client advocate we do not offer or manage any investment products.  Fiduciaries can be confident that our recommendations for improved effectiveness are solely in their interest.  

 

We are committed to the following principles:

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

  • Value creation:  Create value through efficient risk allocation and lifecycle management 

  • Practicality: Provide practical roadmaps that reflect our clients' needs

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

 

© 2019 Hightree Advisors LLC