Highview Capital Management, LLC

Highview Capital Management is a small advisory team that manages roughly $416 million on a discretionary basis for individuals, high-net-worth clients, and a range of institutional and household entities such as trusts, estates, and corporations. The firm offers wealth management, ongoing portfolio management, and financial planning, and it facilitates investments across public and private securities.

The firm documents client objectives in a signed Investment Policy Statement and implements portfolios using asset-allocation approaches that include strategic, dynamic, tactical, and core-satellite techniques with regular monitoring and rebalancing. Highview’s investment process combines a broad set of analytical methods—fundamental, quantitative, technical, cyclical, sector, and qualitative analysis—and it may recommend securities-backed lines of credit as an alternative to liquidating investments when clients need liquidity.

Distinctive operational features include a general requirement that client assets be custodied at Pershing Advisor Solutions (with limited exceptions) and the use of a third-party service to vote client proxies rather than internal proxy voting. The firm also discloses that it continues to assess advisory fees on full portfolio values when clients employ securities-backed lines of credit, a practice that creates a potential conflict of interest to consider alongside the firm’s active use of private-market investments.