Bart works in the research and development of the Highland’s quantitative strategies. Fee amounts are based on rates for traditional equity accounts and include minimum annual fee of $3,750. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as Please note: Search data is accumulated by 3rd party and refreshed once per day. Highland Capital Management serves as portfolio manager overseeing more than $2.5 billion in assets under management. She held the position of Audit Manager and had obtained the Certified... David is a portfolio manager for Core Plus Fixed Income strategy. Highland Capital Management is based out of Dallas. All information was accurate as of the writing of this article. 901-761-5631. The pre-approval letter is fraudulent and has no basis, therefore no underwriting was required because no legitimate loan or lender was ever identified and presented by Highland Capital Group, LLC. In addition, LaDeana has previous... Mark joined Highland Capital in 1999 with more than 29 years of industry experience. At HCM, our clients benefits from having separately Managed Accounts that are custom tailored to their specific financial needs and goals. Similarly, if you want to be consulted before trades are made on your behalf or you want to make the trades yourself, this firm may not be the right fit for you. For its equity portfolios, Highland Capital seeks to identify stocks that it believes will “generate above market returns with below market risks.” It does this by concentrating on larger-cap ($2 billion or more) companies with strong financials in the S&P 500, purchasing shares when prices are a value and selling at the lower range of historic P/E valuation. We provide customized asset management services to individuals, corporations, and not-for-profits institutions. Prior to joining Highland, Matt served as Head Trader at ICC Capital Management. Prior to joining Highland Capital Management as Director, Mike was an owner and Chairman of the Board of ICC Capital Management. The 50 equity securities it identifies make up a client’s Core Portfolio. and MBA in Finance from Stetson University. Argent subsidiary Highland Capital Management serves as portfolio manager overseeing more than $2.5 billion in assets under management. Before signing on to work with an advisor, do your research. Alternately, if you live near its offices in Memphis, Mobile or Orlando, you can go in person (you may want to call ahead to make an appointment.). Our cohesive investment team averages more than 25 years of industry experience. Highland Capital Management LLC is legally known as HIGHLAND CAPITAL MANAGEMENT, LLC. Prior to joining Highland Capital, she worked for First Horizon National Corporation for 13 years in the Audit Division. 901-761-9500. Highland Capital Management is a hedge fund with 39 clients and discretionary assets under management (AUM) of $3,468,391,000 (Form ADV from 2020-03-30). Other Info. Talk to us today to help reach your goals. Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research, Bank of America® Travel Rewards Visa® Credit Card Review, Capital One® Quicksilver® Cash Rewards Credit Card Review, Council for Community and Economic Research, Highland Capital Managed Asset Program Fee Schedule for Traditional Equity Accounts, Highland Capital Managed Asset Program Fee Schedule for Traditional Fixed Income Accounts, Highland Capital Managed Asset Program Fee Schedule for SMID-Cap Core Alpha Accounts. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Andrew started as a college intern with ICC Capital Management in the summer of 2007; eventually being hired upon graduating as an operations analyst in 2010. Highland Capital Group, LLC has never produced a lender or evidence or a legitimate loan, therefore the entire transaction, the Pre Approval Letter and everything that followed was fraudulent. Copyright © 2019 by InvestingReview.org / All Rights Reserved. First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. CEO Steve Wishnia founded the firm in 1987. Highland Capital Management LLC is legally known as HIGHLAND CAPITAL MANAGEMENT, LLC. This firm has 25 employees, of which 10 are employees in advisory roles. At Argent Financial Group, we bring an unbiased approach to protecting, managing & growing your wealth. LaDeana served as Office Manager for the Sheet Metal Workers Local 441 in Mobile, AL for 13 years. Highland Capital Management LLC. Portfolios Tailored to Meet Your Goals Separate accounts for customized management. The firm also serves charitable organizations, state or municipal government entities, 401(k) plans, pension and profit-sharing plans, trusts, corporations and other businesses. Also, scroll over any city to learn about the cost of living in retirement for that location. For its institutional clients, Highland Capital generally requires a minimum $1 million investment for its equity accounts (the Core accounts have $10 million and $20 million minimums). So if you want guidance with, say, estate planning or tax planning, you may want to look for another firm. Highland shares your obsession. For fixed income portfolios, the firm’s objective is “achieving returns that are above the market average while holding volatility at or below that of the market over an interest rate cycle.” Its strategy is to maximize exposure to the bond market in terms of maturity and duration when rates are high on a cyclical basis (typically when a recession is approaching or underway) and reduce exposure when rates are likely to rise (typically when an economy is expanding). SUITE 703, MEMPHIS, TN. Highland Capital Management, 6075 Poplar Avenue, Memphis, TN, 38119, United States (901) - 761 - 9500 snotowich@highlandcap.com His application of the multifactor modeling process to portfolio management was a logical extension of his... Brian graduated from Bowling Green State University in 2004 with a B.A. In addition to its traditional equity and fixed income accounts, the firm manages the portfolios of several wrap fee programs, in which clients can independently enroll: Wells Fargo Private Advisor Network, Morgan Stanley, Raymond James Ambassador and Outside Manager Programs. Highland Capital bases fees on assets under management (AUM), which are due quarterly. We recognize where you are and where you’re trying to go. With a historic average annual turnover below 35%, the firm will hold its positions until better alternatives appear, shares become overpriced, stock weighting becomes excessive or company or sector fundamentals begin to deteriorate. Prior to joining Highland Capital Management, David has spent close to 20 years working for Lehman Brothers and then Barclays Capital as one of the top fixed income salesperson. This firm has 25 employees, of which 10 are employees in advisory roles. From 2006 to 2014, Brian held analyst and trading positions at FTN Financial Capital Markets, Morgan Stanley, Pershing, Susquehanna Financial Group and Capital Guardian before joining... David joined Highland Capital in 1995. 6075 POPLAR AVENUE, SUITE 703, MEMPHIS, TN . Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities. The firm does not provide personal financial planning. In its screening process, the firm uses proprietary and quantitative models and extensive research. Since 1987, we’ve specialized in managing equity and fixed income portfolios and more recently managed ETFs for clients in private, corporate and public sectors. Estimated Investment Management Fees at Highland Capital*, There are a lot of financial advisors out there, making it tough even to begin your search. As mentioned earlier, Highland Capital does not provide financial planning services. David received BA in... Jed joined Highland Capital in 2008 with 14 years of industry experience. David worked previously as a portfolio manager and analyst at NationsBank, Third National Bank, and the Gulf Oil Corporation. Highlander Capital Management, LLC Established in 1996. Matt has a B.S. Mike began at ICC in 1995 and was responsible for the client servicing of the Taft-Hartley client base in the Southeast region. Account minimums run from zero to $1,000,000, depending on the investment program. Wishnia and four other executives have small (less than 5%) stakes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes. For institutional fixed income accounts, again, there is no minimum balance but there is a minimum $10,000 annual fee. Zoom between states and the national map to see the top spots in each region. Highland Capital also serves as a sub-advisor to First Tennessee Advisory Services Inc. Those accounts minimums are $1 million for an equity account and $500,000 for a fixed income one.