Successful investment management starts with discipline. It is the cornerstone of your financial future. At HighPass Asset Management, we manage your assets as if they were our own. We work to achieve our clients goals through appropriate growth and income, but also have a finite focus on risk and all of the competing forces that can impact a portfolio over time. Through extensive research, tactical allocation, and focused risk modeling and management, our portfolios help clients stick with their plan and achieve their long-term goals.
Limiting the tax liabilities arising from your investments can help you reach your goals more quickly and efficiently. Thanks to our CPA-level tax expertise, we provide clients with sophisticated tax-management strategies that help drive overall net returns.
Financial advisors have widely different levels of expertise. We believe that clients who entrust their wealth to an advisor deserve to work with highly credentialed experts.
HighPass Asset Management holds the most important designations in the financial services field: The Chartered Financial Analyst and Certified Public Accountant credentials. Learn more about the CFA and CPA designations.