Highland Capital Management, LLC

Highland Capital Management, LLC is an established investment advisory firm specializing in managing equity and fixed income portfolios for various clients, including individuals, high net worth individuals, charitable organizations, and more. The firm, formed in 1987, currently has discretionary assets totaling $3.1 billion as of 12/31/2022. Highland Capital tailors its advisory services to individual client needs, considering factors like risk tolerance and liquidity requirements. The firm's fee structure is based on the market value of client assets under management and is subject to negotiation. Highland Capital offers various investment strategies, including Fundamental Value, Large Cap Value, Multi-Cap Equity, Large Cap Growth, International Equity, and Fixed Income strategies. The firm employs a quantitative investment approach and focuses on value and growth investing. Highland Capital participates in the Perfectna Echo-Trading Platform, allowing consumers to subscribe and mimic the firm's proprietary model portfolios. The firm has a Code of Ethics in place to ensure fair trading practices and client protection. Highland Capital does not have custody of client funds and assets, and all client assets are held by qualified custodians. The firm has no disciplinary events to disclose and maintains proxy voting policies to vote in the best interests of clients. For more information, clients can contact Highland Capital Management at 901-761-9500 or [email protected].