Highland Investment Advisory, LLC is a Registered Investment Advisor headquartered in Atlanta, Ga. You can have confidence that our advice is trustworthy, professional and tailored to your needs.
We provide fee-only financial planning and investment advice. We avoid potential conflicts of interest by working solely for you. We receive no compensation from third parties such as mutual funds or insurance companies. And, we do not sell any financial products.
Commissions received through the sale of financial products make it problematic to obtain reliable, unbiased service. We derive our income from one advisory fee based on the size of your account. Therefore, you will receive honest impartial advice. Advice that is backed by research, market analysis and the latest computer technology.
Karen Page, president and owner, has more than 20 years experience in the investment industry, including working as a portfolio manager and research analyst for a $60 million hedge fund. She specializes in working with high net worth clients on an individual basis.
She holds the Chartered Financial Analyst (CFA) designation, received in 1991 from the CFA Institute in Charlottesville, Va. In 2000, she completed the Series 65 Uniform Investment Advisor Examination from the National Association of Securities Dealers in Washington, D.C.
Prior to earning an MBA in business administration from Savannah State College in Savannah, Ga, Page received an undergraduate degree from Syracuse University in Syracuse, N.Y.
Page has served on the Board of Trustees and chaired many committees in the Atlanta Society of Financial Analysts. She is the founder, former president and a current member of the Virginia Highland/Morningside Parents Association.
Her experience in quantitative analysis, financial planning, and asset allocation along with her high standards of professional conduct have enabled her to create an investment firm that meets the wide variety of needs of her client base.