Standard OPS

Highgate's Standards

The Devil is in the Details
of Financial Statements

Cultivating Great Teams
and Responsible Analysis

The Business of Being
Properly Looked After

Investing is a process that should not be shortcut. In financial statements, details aren’t “just” details – they disclose hidden risks that can change an investment decision to a “no” when everything else looks fine. It takes experience and technical knowledge to understand these disclosures, and Highgate Securities Investments has both. At Highgate, you’ll have access to world-class financial experts and all the resources Highgate brings to the table. Our personal, dedicated teams are carefully selected to enhance our competence and core values and to deliver financial excellence. And we pride ourselves on our accessibility and level of care. What’s right for you? That’s the question that shapes every investment plan we develop and manage. When you work with Highgate, we are tied to your objectives and draw on extensive in-house capabilities. There is never a cookie-cutter approach. Your financial situation is carefully evaluated and relevant options are explored. Then we apply best practices to create an investment plan that is right for you and that remains flexible as your needs change.

With Highgate’s decades of investment management experience, we provide specialized, tailored, personal financial guidance and advice. Whatever you need to move confidently in the direction of your vision, we’re here.

Working with our clients, their families and teams, we work to uncover issues and opportunities that allow us to identify where we can best help. To that end, our advisors also form strong partnerships with your personal network (attorneys, accountants and other trusted advisors) in order to ensure that your strategy is both comprehensive and seamlessly executed.

We’ll connect you with our experts, resources and introduce you to strategies and services that are aligned with your goals and values. Highgate’s personal team remains dedicated to you and your experience.