$2.5B AUM | $1 Rev in
New York, NY

Highmore Wealth (a division of Highmore Group Advisors) provides a turnkey solution for wealth managers seeking to retain an economic interest in the wealth management of the client base they have built while smoothly transitioning to Highmore Wealth the ongoing fiduciary role and responsibilities for those clients, or for those advisors looking to grow their businesses while maintaining a large amount of autonomy under a larger organization.

For individual wealth management advisors, advisor groups, and even entire firms, succession or how to best grow your advisory business is an inevitably necessary consideration often without a ready in-house answer.

As desired, Highmore Wealth can provide:

- Assumption of fiduciary role and responsibilities for clients by a full-service, SEC-registered asset management firm and team with deep institutional experience
- Strong traditional and alternative investment capabilities, supporting the needs of clients now and as their wealth grows in future
- Customizable timetable for transition with continuing relationship management roles for existing advisors, as desired
- Generous economic tail for advisors
- Thoughtful, flexible, unrushed public positioning of transition, sensitive to client nuances
- Respectful of existing brand equity enhanced by the capabilities of Highmore
- Turnkey suite of existing proprietary and external investment products, across all asset classes, with a global investment outlook
- Access to third party, self-directed, and proprietary product

Highmore Group Advisors (the investment management, advisory and OCIO division of Highmore Wealth) offers onshore and offshore investors an uncommon depth of expertise across the alternative investment universe, in both liquid and illiquid investments: from real estate to private equity, hedge funds to private credit, and liquid alternatives to cash management.
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Highmore works with clients either tactically, providing access to and support for specific investment opportunities, or holistically, managing clients’ complete investment portfolios through a proprietary risk mitigation framework. Highmore also provides OCIO services to family offices, foundations, and other investment firms.

Our investment approach addresses two common yet flawed investment practices: the over-reliance on past performance as a predictor of future success, and the human bias for the familiar. Highmore's investment approach aims to identify and foster the DNA of exceptional investment talent – both internal centers of expertise and external investment opportunities – as we believe the most reliable indicator of investment success is human behavior. We prefer capacity constrained and mispriced opportunities as we believe these are more likely to provide greater alignment, transparency, and investment outperformance.

​Against increasingly correlated and volatile public markets, and regardless of an investor’s risk appetite, it is our belief that no portfolio is today properly diversified without a meaningful allocation to alternative investments. Through a proprietary investment process that identifies those variables which most strongly link to investment performance across asset classes, Highmore brings the next generation of global alternative investing to clients seeking robust risk mitigation and genuinely differentiated investments.