Your Highmount Portfolio

Your experience with Highmount will start with an active dialogue to assess your long-term objectives, risk tolerance, and spending habits.

Key topics will include:

• Your comfort with investment volatility
• Current and future cash flow needs
• Charitable endeavors
• The financial legacy you want to build for your family

Before making adjustments to any part of your current portfolio, we perform a diagnostic review of your existing assets.

This in-depth analysis will often include:

• Analyzing tax and financial statements to determine your current financial landscape and asset allocation
• Examining company ownership requirements that affect your ability to diversify out of concentrated positions in an employer's stock
• Reviewing your long term family and estate plans to ensure that asset location supports those objectives

We proactively monitor each portfolio and implement modifications based on economic developments, world events, or changes in a client's personal circumstances.