

Protect what you've built.
Enjoy what you've earned.
We offer personalized investment strategies designed for growth, income, and inflation protection. Our clients range from working professionals to those in or near retirement.
Message from the Founder and President
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Investing and planning for the future can be intimidating. But, with the right financial partner, it doesn’t have to be.
At Highgate, we listen to your history, then use expertise in wealth management, the financial markets, asset allocation, and risk management to develop you a bespoke strategy.
I started Highgate after decades of managing Pepperdine University's endowment, growing it to $1 billion, a number that places it among the hundred largest university endowments in the US. I strongly believe that investment approaches embraced by some of the wealthiest institutions in the world can be leveraged by you to maximize your financial potential.
When you’re ready to embrace the next step in your financial trajectory, Highgate is here to offer sound advice based on decades of experience, principled investment strategies, and long-term solutions.
Jeff Pippin

Wealth
Management
Retirement
Investing
Asset
Allocation
Risk
Management
Financial
Planning
Custom Solutions
