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All Rights Reserved

Highmore is proud to be an equal opportunity workplace. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity/expression, age, status as a protected veteran, status as an individual with a disability, or any other applicable legally protected characteristics.

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This notice is per SEC guidelines and criteria presented on March 16, 2020 relating to ADV filing extensions due to the COVID-19 pandemic. Highmore is unable to meet the normal filing deadline due to "current or potential effects" of COVID-19 and will file updated ADV by the amended deadline of May 14, 2020. 

Highmore Liquid Alternative Portfolios

Seeking to De-Risk Investment Portfolios

Defensive portfolio positioning remains highly prudent in uncertain markets - and can benefit from material alternative allocations, in our view, given the elevated risk across markets and that bonds are unlikely to sufficiently diversify equity allocations. Yet the same market conditions give rise to a want for liquidity.

To that end, Highmore's Liquid Alternative Portfolios offer a suite of turnkey daily liquid, low fee, low minimum tools to easily integrate alternatives with existing or new allocations.

Many investors have been lulled into a false sense of security after a prolonged equity bull market, under-appreciating that the portfolios they think are diversified are, in fact, unduly exposed to equity market risk and vulnerable to capital loss. Meanwhile, many investors are overreaching for yield against a decline in credit quality.

Highmore's four turnkey portfolio options aim to provide differentiated and complementary risk and style exposures versus traditional investments, whether focused on diversification, return enhancement, and/or current income.

Highmore's three Risk Targeted Portfolios offer a diversified, risk-tailored focus:  Conservative, Balanced, or Growth

Highmore’s Alternative Income Portfolio offers a current income complement to existing fixed income portfolios, or as a standalone fixed income allocation

Portfolios are available on Charles Schwab, Fidelity, and TD Ameritrade

Conservative 

The Conservative Portfolio aims to preserve the portfolio’s value by targeting low volatility returns and generating returns primarily through fixed-income and credit investments.

Balanced

The Balanced Portfolio aims to generate returns through a combination of capital growth and current income strategies with moderate volatility or on average.

Growth 

The Growth Portfolio aims to generate returns predominantly through capital appreciation with equity-like volatility through investing in equity and equity-like instruments.

Alternative Income

The Alternative Income Portfolio is designed for clients focused on enhancing their ability to generate current income, or for those looking to complement their existing fixed income portfolio allocation.