Highline Wealth Partners
Overview
Highline Wealth Partners is a wealth management firm based in Sherman Oaks, California, specializing in providing comprehensive financial planning and investment management services to individuals and institutions. With over 45 years of experience, the firm offers a range of services including portfolio management, tax strategy, estate planning, and retirement planning. Highline Wealth Partners employs a conservative approach to investment management, emphasizing capital preservation and exceptional client service. Their investment philosophy combines a top-down macroeconomic view with a bottom-up analysis of fundamental and technical data, utilizing a Core-Satellite investment process to build modern, cost-efficient, and well-diversified portfolios. The firm is committed to acting as an independent fiduciary, avoiding conflicts of interest, and aligning their interests with those of their clients. Highline Wealth Partners serves a diverse clientele, including corporations, partnerships, individual investors, trusts, foundations, retirement plans, and other tax-exempt entities, aiming to provide the highest return and lowest risk consistent with the objectives selected by their clients.
Investment Focus
- Minimum investable assets of $1 million
- Interest in comprehensive financial planning and investment management services
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Frequently asked questions about Highline Wealth Partners
What sectors does Highline Wealth Partners invest in?
Highline Wealth Partners invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Sherman Oaks, United States. Highline Wealth Partners is listed as a family office in the ConnectSafely investor database.
What stage does Highline Wealth Partners invest at?
Highline Wealth Partners backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Highline Wealth Partners invest in?
Highline Wealth Partners invests across United States.
Who are the partners at Highline Wealth Partners?
Team members listed for Highline Wealth Partners include Richard Barnett (Chief Investment Officer) and Lisa Sternberg (Chief Operations Officer).
How do I contact Highline Wealth Partners?
Highline Wealth Partners's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database