Your Fiduciary in Portfolio Management

What Is an Outsourced Chief Investment Officer?

An outsourced Chief Investment Officer acts as a fiduciary with legal accountability to protect your assets and advise you objectively about inherent opportunities and risks associated with various investment options. Once you have established your investment goals, you need to determine how you will deploy your assets to achieve them. We focus on creating long-term asset sustainability while protecting your existing capital.

When designing your investment portfolio, HighView leverages the advice of various professionals including those representing the accounting and legal disciplines as required. It can be challenging to first understand the many available investment options. As your outsourced Chief Investment Officer (CIO), HighView can help you safely navigate the challenging hurdles you may be facing.

A HighView Outsourced CIO is Responsible For:

Assuming an Investment Stewardship Role

Thinking and acting as a fiduciary while joining clients on the “same side of the table” by collaborating with your various professionals.

Conducting a Client Goals Assessment

Understanding your goals and to best deploy your assets to help you meet your investment goals.

Managing Your Assets

Constructing portfolios to meet your needs and to reflect your risk tolerances.

Selecting Managers

Assessing, choosing, and monitoring the professionals who manage the portfolios on a daily basis.

Benefits of an Outsourced Chief Investment Officer

A CIO who operates as a true fiduciary, rather than merely an investment advisor, can better help create sustainable investment results.

Comprehensive and Integrated Advice

The advice provided by your HighView CIO spans the full asset management spectrum – from investment policy creation to portfolio management and review – using an integrated approach that includes working with your professionals to help you reach your goals.

An Ongoing Relationship

CIOs at HighView have an ongoing professional relationship with their clients. They are available to them, ensuring solid and open communication, which can ultimately benefit both the management process and investment performance.

Objectivity and Transparency

A CIO’s investment solutions and services are objective and designed with their clients’ best interests in mind. They should not have their own proprietary investment products to sell to clients and all fees and expenses related to client portfolios should be fully transparent.

Responsibility

CIOs hold our investment managers accountable and responsible for investment performance and risk management. They look outward to trusted third party investment managers to manage the portfolios. The CIO closely monitors the managers to ensure mandates are met and the desired results are achieved.

Value

HighView CIO services are amortized over the life of the client relationship. This is more desirable for the client, who avoids being billed for a series of one-off consulting engagements involving manager search and other assignments.

Watch this video for an in-depth discussion of our founding principles and how they apply to our work with our clients.

Schedule Your Discovery Session

Here's what you can expect at a complimentary discovery session with HighView:
- We will take the time to understand the goals of your family and your future giving plans.
- We will explore your approach to risk and your previous investment experience.
- We will discuss how to want your various advisors involved and who you want around the table.
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Here's what you can expect at a complimentary discovery session with HighView:
- We will take the time to understand the goals of your family and your future giving plans.
- We will explore your approach to risk and your previous investment experience.
- We will discuss how to want your various advisors involved and who you want arround the table.
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About Us

HighView Financial Group is a professional boutique investment counselling firm for affluent Canadian families and foundations.

Acting as your outsourced Chief Investment Officer, we work closely with you and your other professional advisors to design, implement, and manage tailored investment strategies to protect your assets and create long-term sustainability.

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