Founded in 1930, HighGround Advisors is a nonprofit investment management and trust services company with $2.6 billion in assets. Our purpose is to advance the life-transforming work of our nonprofit client partners, and those who support them, by protecting, strengthening and growing the assets they entrust to us. Our areas of expertise include: endowment and investment management, real estate and minerals management, and gift planning. Our subsidiary, HighGround Trust Company, was established in 1996 and is chartered by the Texas Department of Banking.

Investment Management

Non Profit

HighGround Advisors

HighGround Advisors' headquarters in Dallas, TX, United States

Jeff Smith

David Slover

Helge Rokenes Cfa, Caia

Ben Curry

Kari McGregor

Joe Hancock J.d.

The Investment and Operations Team at HighGround Advisors is responsible for managing and optimizing the company's $2.6 billion in assets. They conduct in-depth investment analysis and due diligence, oversee institutional and trust administration, and handle securities operations. This team ensures that the asset protection and growth strategies align with the mission of supporting nonprofit client partners.

Investment and Operations Team

The Leadership Team at HighGround Advisors, composed of high-ranking executives such as the President and CEO, CFO, and Vice Presidents, spearheads the strategic direction and operational management of the company. This team is responsible for setting company vision, making critical financial and investment decisions, ensuring compliance with regulatory standards, and fostering client relationships to advance the mission of protecting, strengthening, and growing the assets entrusted by nonprofit partners.

Leadership Team

The Administrative Team at HighGround Advisors provides essential support to ensure efficient operations and smooth coordination across the company. The Executive Assistant manages schedules and communication for executives, the Information Systems Coordinator handles IT infrastructure and support, the Office Coordinator oversees daily office operations and logistics, and the Digital Records Coordinator maintains and organizes critical digital documents. This collective effort enables the company to effectively manage and grow the assets entrusted by their nonprofit client partners.

Administrative Team

The Account Management Team at HighGround Advisors is responsible for maintaining and strengthening relationships with nonprofit client partners. They ensure client satisfaction by addressing needs, providing updates, and coordinating with internal departments to deliver tailored investment management, real estate, and gift planning solutions. The team focuses on trust-building and effectively managing the assets entrusted by clients.

Account Management Team

The Legal Team at HighGround Advisors provides expert legal advice and support to ensure compliance with regulatory requirements, safeguard organizational interests, and facilitate sound decision-making. They manage legal risks, draft and review contracts, and provide counsel on complex legal issues related to investment management, real estate, gift planning, and trust services, ensuring that the company's operations align with legal standards.

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HighGround Advisors

Org chart

Teams

Investment and Operations Team

Leadership Team

Administrative Team

Account Management Team

Legal Team

Offices

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HighGround Advisors

Org chart

Teams

Investment and Operations Team

Leadership Team

Administrative Team

Account Management Team

Legal Team

Offices

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