Provides comprehensive wealth management and financial planning for high-net-worth individuals, family offices and small institutions, deploying discretionary investment portfolios, tax-aware strategies and retirement planning.
Highline Wealth Partners LLC combines advisory, fiduciary oversight and third-party manager selection to deliver multi-asset allocations, cash-flow modeling and estate planning coordination, positioning itself as a private client-focused advisor within regional wealth markets.
Provides comprehensive wealth management and financial planning for high-net-worth individuals, family offices and small institutions, deploying discretionary investment portfolios, tax-aware strategies and retirement planning.
Highline Wealth Partners LLC combines advisory, fiduciary oversight and third-party manager selection to deliver multi-asset allocations, cash-flow modeling and estate planning coordination, positioning itself as a private client-focused advisor within regional wealth markets.
Targets affluent individuals, family offices and small institutions with a fiduciary, outcome-driven investment approach that blends diversified multi-asset allocations, active manager selection and tax-aware overlay. Emphasizes capital preservation and income generation across market cycles while pursuing selective growth through thematic and sector tilts in technology, healthcare and private markets. Portfolio construction prioritizes risk budgeting, cash-flow modeling and liability matching, using discretionary sleeves and third-party manager mandates to control fees and implementation risk. Long-term horizon, disciplined rebalancing and scenario-based stress testing define its risk framework and client-centric positioning.
Targets affluent individuals, family offices and small institutions with a fiduciary, outcome-driven investment approach that blends diversified multi-asset allocations, active manager selection and tax-aware overlay. Emphasizes capital preservation and income generation across market cycles while pursuing selective growth through thematic and sector tilts in technology, healthcare and private markets. Portfolio construction prioritizes risk budgeting, cash-flow modeling and liability matching, using discretionary sleeves and third-party manager mandates to control fees and implementation risk. Long-term horizon, disciplined rebalancing and scenario-based stress testing define its risk framework and client-centric positioning.
| Trades 7305 | Longs Won 4676/7305 64% | Profit Factor 25.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $419,911.93 |
| Average Win $39,023.01 | Best Trade (Sep 04) $30.86M | Sharpe Ratio -45.63 |
| Average Loss -$2,722.72 | Worst Trade (Aug 02) -$587,884.17 | Z-Score 16.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m | Expectancy $23,999.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 200,000 | 180,000 | 160,000 | 140,000 | 120,000 | 100,000 | 80,000 | 60,000 | 40,000 | 20,000 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 24 | $3,023.14 | $3,320.88 | - | $297.74 | 9.85% | -0.245% |
AAL American Airlines Group Inc. | 103 | $1,650.91 | $1,572.81 | - | -$78.1 | -4.73% | -1.037% |
AAPL Apple Inc. | 64,175 | $10.03M | $19.82M | - | $9.8M | 97.69% | -7.354% |
ABBV AbbVie Inc. | 419 | $90,098.19 | $105,143.86 | - | $15,045.67 | 16.7% | -2.513% |
ABEV Ambev S.A. | 2,804 | $6,951.38 | $8,720.44 | - | $1,769.06 | 25.45% | -0.321% |
ABNB Airbnb, Inc. | 72 | $9,494.77 | $10,909.44 | - | $1,414.67 | 14.9% | -0.368% |
ABT Abbott Laboratories | 593 | $68,491.37 | $62,680.1 | - | -$5,811.27 | -8.48% | +0.085% |
ACA Arcosa Inc. | 46 | $3,547.75 | $6,679.2 | - | $3,131.45 | 88.27% | -0.021% |
ACGL Arch Capital Group Ltd | 5 | $480 | $502.65 | - | $22.65 | 4.72% | -0.603% |
ACN Accenture plc Class A | 596 | $149,699.11 | $98,888.32 | - | -$50,810.79 | -33.94% | +1.611% |
ACP abrdn Income Credit Strategies Fund | 2,174 | $12,609 | $11,000.44 | - | -$1,608.56 | -12.76% | -0.197% |
ACWI iShares MSCI ACWI ETF | 214 | $33,573 | $33,476.02 | - | -$96.98 | -0.29% | +0.495% |
ADBE Adobe Inc. | 197 | $69,029.16 | $49,330.77 | - | -$19,698.39 | -28.54% | +1.013% |
ADC Agree Realty Corporation | 14 | $1,081 | $1,089.2 | - | $8.2 | 0.76% | -0.778% |
ADI Analog Devices, Inc. | 72 | $18,523.74 | $26,453.52 | - | $7,929.78 | 42.81% | +0.202% |
ADM Archer-Daniels-Midland Co | 163 | $11,105.73 | $12,921.01 | - | $1,815.28 | 16.35% | -1.662% |
ADP Automatic Data Processing Inc. | 363 | $76,673.71 | $96,724.98 | - | $20,051.27 | 26.15% | +0.982% |
ADSK Autodesk, Inc. | 38 | $10,965.54 | $8,899.6 | - | -$2,065.94 | -18.84% | -0.328% |
ADT ADT Inc. | 251 | $1,649.02 | $1,917.64 | - | $268.62 | 16.29% | +1.731% |
AEE Ameren Corporation | 292 | $26,454.43 | $32,006.12 | - | $5,551.69 | 20.99% | +0.791% |