
Hightree Advisors LLC
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
Hightree Advisors® is an independent investment consultancy helping investors improve the effectiveness of every investment dollar that stands behind a purpose. Hightree provides independent measures of investment effectiveness, scalable portfolio decision tools, investment and risk advisory services, and investment education. Our measures and methods empower investment programs of endowments, foundations, hospital systems, insurance companies, asset managers, family offices, high net worth individuals, and pensions funds. Institutional investors of all sizes, from the most straight-forward to the most complex situations and portfolios, can rely on Hightree to inform risk decisions, create value relative to desired investment objectives. Investment advisors, including consultants, OCIOs, and RIAs, can leverage Hightree’s Pi-system software to empower allocation capabilities, resolve bottlenecks, and demonstrate value to clients. Asset managers of whole-portfolio, multiple-asset class, and custom solutions, can leverage Hightree’s Pi-system software to understand the effectiveness of strategies in meeting unique client objectives, demonstrate the value of products and custom solutions, and enhance competitive positioning. Portfolio risk decisions are supported by our independent and easy to understand metrics. Hightree does not offer investment products, does not have discretionary investment authority, and has no conflicting lines of business.