Bill Schwartz

Functions as a College/University

Highline Wealth Management creates customized investment plans that are designed to meet each client's individual financial goals. The firm utilizes an institutional asset allocation model based on investing principals used by the largest endowments and foundations in the world. Highline seeks to achieve consistent returns with less volatility than traditional portfolios. Once a client's allocation is in place, the firm employs a rigorous due diligence process to select the appropriate mutual funds, ETFs, private investment funds and/or investment managers. Once the portfolio is constructed, Highline provides ongoing analysis and monitoring to make sure the client's portfolios risk/return objectives are consistent within the context of a continuously changing market environment.

Wealthspire Advisors creates portfolio guidelines that are transparent and covers a wide range of client goals, address risk management and a consistent decision-making process, monitor portfolios and employing rebalancing to keep risks in line, and maintain discipline in decision making.

Wealthspire Advisors utilizes a modified Black-Litterman asset allocation model based on investing principals used by some of the largest endowments and foundations in the world to aid their asset allocation process. By combining the Black-Litterman methodology with the investment committee’s understanding of client circumstances, goals and needs, the firm aims to achieve consistent returns with less downside volatility. Once a client's allocation is in place, Wealthspire Advisors employs a rigorous due diligence process to select the appropriate mutual funds, ETFs, private investment funds, and/or investment managers.