Founded in 1930, HighGround Advisors is a nonprofit investment management and trust services company with $2.8 billion in assets. Our purpose is to advance the life-transforming work of our nonprofit client partners, and those who support them, by protecting, strengthening and growing the assets they entrust to us. Our areas of expertise include: endowment and investment management, real estate and minerals management, and gift planning. Our subsidiary, HighGround Trust Company, was established in 1996 and is chartered by the Texas Department of Banking.

Protect. Strengthen. Grow. 

To encourage, receive and manage charitable gifts for nonprofit organizations and charitably minded individuals dedicated to transforming lives.

Our core values are the heart of HighGround. These values embrace our Christian heritage and guide us as we work with those who are transforming lives.

We put the Client First.
We are Servant Hearted.
We act with Integrity.
We promote Innovation.
We are Visionary.
We lead with Professional Excellence.



HighGround’s leadership team is committed to our brand promise and our core values. As such, they strive to keep our clients and staff at the center of everything we do by providing high-touch relationships and transparency. On average, each member brings more than 27 years of experience in a variety of fields and was strategically selected to propel our vision forward: to Protect, Strengthen and Grow the assets of our clients. Several members of the executive team also volunteer within the nonprofit community and serve on boards applicable to their field of expertise and/or other charitable organizations. HighGround is led by President and CEO Jeff Smith and the other experts shown here.


Jeff W. Smith
President and Chief Executive Officer
Ben Curry, CPA
Senior Vice President and Chief Operating Officer
David M. Slover
Senior Vice President and Chief Strategy Officer
Helge Rokenes, CFA, CAIA
Vice President and Chief Investment Officer
Kari L. McGregor, CPA
Vice President and Chief Financial Officer
Joe Hancock
Vice President and General Counsel
Kellie Morrison, CFA
Vice President and Investment Officer of HighGround Trust Company


Members of the HighGround Advisors and HighGround Trust Company Board of Directors have notable careers and leadership positions in marketing, banking, finance, investments, real estate, accounting and law. The board oversees the company and delegates day-to-day management to the executive team.

Highground Advisors Board of Directors
Highground Trust Company Board of Directors