Highline Wealth Partners
Investment Details
Investor Type
Family Office
Asset Class Focus
Fixed Income (Debt and Bonds), Equities, Real Estate, Private Equity, Venture Capital
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Media
- Retail
- Education
- Agriculture
- Transportation
- Pharmaceuticals
- Manufacturing
- Biotechnology
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 1976
Highline Wealth Partners is a wealth management firm based in Sherman Oaks, California, specializing in providing comprehensive financial planning and investment management services to individuals and institutions. With over 45 years of experience, the firm offers a range of services including portfolio management, tax strategy, estate planning, and retirement planning. Highline Wealth Partners employs a conservative approach to investment management, emphasizing capital preservation and exceptional client service. Their investment philosophy combines a top-down macroeconomic view with a bottom-up analysis of fundamental and technical data, utilizing a Core-Satellite investment process to build modern, cost-efficient, and well-diversified portfolios. The firm is committed to acting as an independent fiduciary, avoiding conflicts of interest, and aligning their interests with those of their clients. Highline Wealth Partners serves a diverse clientele, including corporations, partnerships, individual investors, trusts, foundations, retirement plans, and other tax-exempt entities, aiming to provide the highest return and lowest risk consistent with the objectives selected by their clients.
Requirements
- Minimum investable assets of $1 million
- Interest in comprehensive financial planning and investment management services
Contact
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Mentioned In
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$14.95
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$24.95
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$19.95
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$24.95
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