Scale and Growth With approximately $20 billion in assets under management and a national client base serving not-for-profit healthcare, foundations, endowments, and plans, Highland Associates presents a strong opportunity to upsell expanded governance, risk analysis, and multi-asset program enhancements to larger institutional clients seeking deeper SDM and fiduciary oversight.

Healthcare Focus Recent leadership addition as Co-Head of Healthcare Consulting signals a strategic emphasis on healthcare clients. This creates sales potential for expanding healthcare-specific investment programs, liability-focused strategies, and customized asset allocation for hospital systems, health foundations, and payer organizations.

Digital Maturity The technology stack includes modern governance and web security practices along with analytics tools like Google Tag Manager, suggesting readiness for client reporting automation, performance dashboards, and enhanced digital client onboarding to reduce time-to-value for institutions evaluating outsource investment management.

Financial Health Revenue range of 25 to 50 million positions Highland as a mid-sized firm with potential for scalable partnerships around outsourced CIO services, fee benchmarking, and expanded advisory capabilities for defined benefit and defined contribution plans seeking cost-efficient, high-touch institutional management.

Competitive Niche Operating in a market with large AEC/engineering and architectural firms as peers but a focus on not-for-profit and mission-driven clients provides a clear angle for differentiating through mission-aligned investing guidance, ESG integration, and specialized governance practices tailored to foundations and endowments.