Growing and Preserving Wealth

Company

Founded in 2003 and headquartered in the Denver Tech Center, Highlands Asset Management has been providing its clients a unique investing experience. This experience involves a high degree of analysis & research, coupled with a very personal client service approach. The result is a highly customized portfolio, based on the specific financial needs of each client. This investment model has resulted in successful portfolio and asset growth for clients ranging from individual investors, to small business clients. Looking to the future, Highlands Asset Management will continue to grow, while always embracing its continued dedication to unparalleled client service.


Key Management

Li Liu, CFA-CEOLi Liu, CFA – CEO and Chief Investment Officer

Li Liu is the founder and Chief Investment Officer of Highlands Asset Management. Prior to founding this firm, he served as Vice President, Research Director and Portfolio Manager of Asset Management Group (AMG) where he successfully managed private accounts for high net-worth clients.  Prior to AMG, Mr. Liu was a financial analyst at Founders Asset Management where he performed financial analysis and portfolio management for their Mutual Fund products.

Mr. Liu is a member of the Association for Investment Management and Research (AIMR). He is Vice Chairman of the Chinese New Year Celebration and is a board member of the Denver Chinese School. Mr. Liu served as President of the Rocky Mountain Chinese Society of Science and Engineering-2006 to 2007.

Mr. Liu holds an MBA in Finance from the University of Denver, an MA from Ohio University, and a BS from Beijing University. Mr. Liu is a Certified Financial Analyst (CFA)

JonathanCurtsJonathan D. Curts – Director of Marketing and Client Relations

Jonathan Curts is the Director of Marketing and Customer Relationships of Highlands Asset Management. He is responsible for all marketing and customer related activities. He brings over 21 years of customer marketing experience, and has considerable expertise in both customer development and customer communication.

Prior to Highlands Asset, he developed successful marketing campaigns for several, privately held consumer product firms that marketed both domestically and abroad.

Mr. Curts holds an MBA in Marketing from the University of Denver, a BS from the University of Northern Colorado. He also is developer of several product Patents and has canvassed product sourcing in several overseas manufacturing countries.

 

Highland Asset Managment building

6300 S. Syracuse Way, Suite 260
Centennial, Colorado 80111