Let’s map out
your future.
Highet Advisory Services
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From hourly projects to investment program design, professionalize your investment program without detracting from your other responsibilities.
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Financial planning and investment advising for individuals and families, provided through Core Planning LLC, a Registered Investment Advisor in St. Louis, MO.
Advisor Consulting Services
Portfolio Analysis
Building from scratch, analyzing incoming positions, or reviewing models.
Building Investment Programs
Articulating your philosophy, building model portfolios, selecting vendors or software, setting up systems, etc.
Values-Driven Investing
Faith based? ESG? Define your point of view and figure out how to implement it.
Fund/Manager Analysis and Selection
Finding investment products that work for you and your clients, and performing due diligence on them.
Tools/Vendor Consultation
Choosing software, outsourcing to a TAMP, or insourcing from a prior provider.
Explore success.
Set up a free consult call.
Meet the Brains Behind the
Financial Magic
Suzanne Highet
CFA, CFP®
Suzanne offers investment and practice consulting for other financial advisors through Highet Advisory LLC, as well as full-picture financial advising for families and individuals through Core Planning LLC, a Registered Investment Advisor.
Leaning on over two decades of experience in investment management and research, she helps financial advisors with projects from analyzing incoming portfolios to creating their firm’s investment programs, fund selection to values-driven investing implementation, vendor and software selection, and whatever else comes up and sounds interesting or useful.