Highline Wealth Management Achieves $500 Million in Assets Under Management

BETHESDA, Md., Sept. 19 /PRNewswire/ -- Highline Wealth Management announced today that it now has more than $500 million in assets under management. The firm, which has an average client relationship value of more than $8 million, has grown almost exclusively by word of mouth among the high net worth families, real estate developers and entrepreneurs it serves.

Created in March 2007, Highline Wealth Management has distinguished itself by pursuing an alternative investment strategy that seeks to reduce the expected impact of market volatility on the value of its client's assets while consistently delivering uncompromising service and responsiveness. Highline provides a fee-only, open architecture model that enables clients to access multiple custodians and leverages a variety of allocation models including Monte Carlo simulation to evaluate risk and create wealth preservation strategy.

Highline is part of a limited group of wealth managers who utilize Fortigent(TM) wealth management solutions for analysis and reporting. The Fortigent network of investment advisors manages more than $15 billion in assets. Highline Wealth Management is the fastest-growing wealth management firm within the network.

Highline also offers a wide variety of value-added services to its clients, such as assisting with the creation of donor advised funds, researching mortgages, assistance in setting up collateralized loans and tax planning. The firm's broad range of "concierge" services combined with the sophisticated resources of an independent investment consulting firm position Highline as a popular choice for clients seeking a family office advisory.

Neal Simon, CEO of Highline said, "The $500 million in assets under management is an important milestone for the firm. The achievement validates our investment strategy and commitment to personalized client service. We look forward to continued growth ahead."

About Highline Wealth

Highline Wealth (www.highlinewealth.com) is a wealth management company located in Bethesda, MD. Highline applies integrated, quantitative analyses that incorporate the unique personal objectives of each client. In its effort to design efficient, high performance portfolios, Highline uses the latest optimization and allocation models including Monte Carlo simulation.

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