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Firm Profile


Highmount Capital is dedicated to serving the financial and investment needs of individuals, families, trusts, and private foundations.

The Highmount Difference

Client Driven Focus

We listen to clients and help develop realistic goals. Each investment portfolio is customized to meet client objectives, goals, and values. We believe in acting as your advocate to deliver the best solutions based on your goals and individual circumstances.

Thematic Investing

Thematic investing is an approach that seeks to identify and capitalize on emerging economic, political, and social trends that are likely to have significant and long-lasting implications for important sectors of the global economy and financial markets. The use of this approach can improve the probabilities of adding value to portfolios, while providing a margin of safety from cyclical market downturns.

Sustainable Solutions

All of Highmount’s services seek long term, sustainable growth potential -- whether we are advising families on designing transition plans and developing the human capital to sustain a flourishing family, or investing in themes that are likely to have broad and lasting implications for the global economy -- we are dedicated to long term solutions.