We strongly believe that clients should embrace the concept of Wealth Management – the integration of financial planning, investment advice, tax and estate planning – rather than considering their affairs on a piecemeal basis.
The development of an individual’s investment strategy remains a cornerstone of Wealth Management and is key to successfully achieving their financial goals.
There are some core Investment Principles that investors should understand and adhere to:
Highwood’s Investment Committee meets every quarter to review all aspects of our investment process. Clients receive a copy of the minutes of these meetings as part of our ongoing commitment to transparency and independence.
John Helfgott is the consummate professional in delivering results. With excellent financial expertise and customer insight he ensures that the client gets the quality of service and product offering that the competitive market place requires. I highly recommend him.