Est. 2011 · A Family Investment Group

Wealth that grazes, not chases.

Highland Investments, LLC is a family-owned investment group holding a long-horizon portfolio of stocks and exchange-traded funds — built patiently, tended carefully, and passed down deliberately.

Scroll to move through the pasture

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 disciplined portfolio — a core of broad-market ETFs surrounded by durable dividend payers and select individual stocks. We rebalance on a schedule, not on a headline, and we measure success in decades.

Annualized return

9.4%

+1.6 pts vs. blended benchmark

Since inception, net of costs

Years investing together

Founded 2011, three generations

Holdings across funds

ETFs and individual positions

Weighted expense ratio

0.06%

A low-cost ETF core keeps drag minimal

The portfolio

Where the family capital grazes.

Index ETFs do the heavy lifting; dividend payers, bonds, and Treasuries steady the ride for the next generation.

Portfolio allocation by asset category · as of June 30, 2026 · hover or tab through segments for detail

$12.8M

Family assets under
management

Full holdings table

Asset category	Representative holdings	Weight	Market value

Figures are illustrative of the strategy mix and rounded to the nearest 0.1%. Representative holdings are examples of the funds and equities used in each sleeve, not a complete list.

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.