Hightree Advisors LLC
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RFX Report
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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.