Est. 2011 · A Family Investment Group
Wealth that grazes, not chases.
Highland Investments, LLC is a family-owned investment group holding a concentrated, long-horizon portfolio of individual stocks — built patiently, tended carefully, and passed down deliberately.
Who we are
A family office with the temperament of a highland herd.
We are not a fund, and we take no outside money. Highland Investments pools the savings of one family into a single account, concentrated around a core equity position with a handful of smaller growth names and a cash reserve around the edges. We rebalance on a schedule, not on a headline, and we measure success in decades.
The portfolio
Where the family capital grazes.
A single core equity position anchors the account, with a handful of smaller growth positions and a cash reserve around the edges.
management
Full holdings table
| Holding | Ticker | Weight | Market value |
|---|
Figures reflect actual account positions and market values as of the pricing date above, rounded to the nearest 0.1%.
How we invest
Three principles, held stubbornly.
The long horizon
We buy assets we would be content to hold for twenty years. Volatility is weather; we invest for the climate. No leverage, no market timing, no panic selling.
Costs compound too
Every basis point of fees is a bite out of the family's future. A low-cost ETF core, minimal turnover, and tax-aware rebalancing keep more of every harvest.
Family governance
Every member has a voice; decisions above a set threshold require a family vote. An annual meeting reviews the portfolio, the plan, and what we're teaching the kids.
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