Highpoint Advisor Group LLC
HighPoint Advisor Group LLC is a registered investment adviser headquartered in Downers Grove, Illinois. Founded in 2011, the firm provides financial advisory and investment management services primarily to individuals, including both high-net-worth and non-high-net-worth clients, as well as charitable organizations and pension and profit sharing plans. With approximately 104 employees as of 2025, HighPoint offers personalized portfolio management and planning services and serves over 13,000 client accounts, focusing on helping clients meet long-term financial goals and navigate complex investment landscapes.
Investment Strategy
HighPoint Advisor Group LLC primarily serves individual clients (both high-net-worth and non-high-net-worth), utilizing discretionary management to construct portfolios tailored to client objectives, risk tolerance, and time horizon. Their approach includes diversified investment in equities, mutual funds, and ETFs, with a focus on best execution and transparency. Historically, they have participated in wrap fee programs and allocate assets among top-performing stocks and funds, aiming to provide long-term value and financial planning solutions. The firm emphasizes proper disclosure of conflicts of interest and seeks to continuously improve its process in response to regulatory requirements and fiduciary responsibilities.
Top Holdings
Equity Positions (670)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 10.16% | $191.1M | 931,635 | $193.53 | $205.17 | -$5.4M |
N NVDA | NVIDIA CORP | 6.85% | $128.9M | 815,934 | $59.30 | $157.99 | +$40.5M |
M MSFT | MICROSOFT CORP | 5.34% | $100.6M | 202,181 | $389.60 | $497.41 | +$23.9M |
A AMZN | AMAZON.COM INC | 3.89% | $73.2M | 333,462 | $162.93 | $219.39 | +$11.8M |
J JPM | JPMORGAN CHASE & CO | 3.04% | $57.3M | 197,583 | $174.87 | $289.91 | +$8.7M |