Investment Management
Customized. Disciplined. Long-Term.
At High Pass Asset Management, our approach to investment management is rooted in value, discipline, and long-term thinking. We help clients build portfolios designed to grow and protect wealth, not chase fads or market noise. With over 25 years of experience, we understand that successful investment management requires a focus on what truly matters: price, cash flow, diversification, and risk management.
We don’t try to predict the future or time the markets. Instead, our investment management strategies are guided by time-tested principles that help clients weather volatility, preserve wealth, and achieve their goals with confidence. Whether you’re planning for retirement, building generational wealth, or simply seeking better oversight of your assets, our expertise can make a meaningful difference.
Our Core Investment Management Principles:
Custom Portfolios
We tailor every portfolio to align with your personal risk tolerance and long-term goals. Too often, portfolios are misaligned with how investors actually feel about their wealth. Our custom portfolio strategies are designed to reflect what matters most to you.
Dividends Matter
Limited Taxes
Taxes can eat away at your investment returns. With in-house CPA-level expertise, we develop tax-efficient strategies that help our clients keep more of what they earn and improve after-tax outcomes.
Value Investing
Expertise Matters
Not all advisors are created equal. Our firm is led by professionals who hold the highest credentials in the financial field: the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations. We bring unmatched experience to your investment management strategy. Learn more about the CFA and CPA designations on our FAQs page.
Long-Term Focus
Markets fluctuate, but patience pays off. Historical data shows that your odds of making money increase dramatically the longer you stay invested. They start at 74% in any given year. Hold on for five years, and those odds rise to 88%. Stay invested for ten years, and they soar to an incredible 96%. The data makes it clear: long-term investing is one of the most powerful tools for building and preserving wealth. Our long-term approach to investment management helps clients build wealth without chasing short-term gains.
What Thoughtful Investment Management Looks Like
Thoughtful investment management isn’t about chasing trends—it’s about aligning your portfolio with your long-term goals, risk tolerance, and time horizon. At HighPass Asset Management, we craft personalized portfolios designed to support your retirement strategy through every market cycle. Our focus is on consistency, tax efficiency, and sustainability, so your investments continue to work for you throughout retirement.
Strong investment management is essential for protecting and growing your assets through changing markets. Too many investors rely on generic strategies or emotional decisions. We take a different approach, providing clear guidance, data-backed strategies, and a commitment to long-term success.
We also help our clients prepare for life’s uncertainties. For instance, understanding your investment risk tolerance can make or break your financial future. Don’t let guesswork shape your investment decisions—explore how we assess and manage investment risk.
Talk to a Financial Expert Today
If you’re unsure about your current portfolio or looking for a second opinion, we’re here to help. High Pass Asset Management offers personalized, fee-only investment management services designed to align with your goals and values.
Contact us today to schedule a complimentary review of your investment portfolio.
How Can You Be Ready for the Next Recession?
Many investors do not understand what a risk score is or how to relate a risk score to their portfolio. Making a mistake in your investments can really set you back later in life. Find out more about investment risk tolerance in this video!