O'Higgins Asset Management

O'Higgins Asset Management

O'Higgins Asset Management was founded in 1978 by Michael B. O'Higgins, following earlier stops at Spencer Trask & Company and White, Weld & Company. O'Higgins' upbringing across South America, Southeast Asia, and North Africa informed a global perspective before he returned to the US, earning an economics degree from Siena College and later publishing the 1991 bestseller Beating the Dow. The firm operates as a registered investment adviser providing discretionary and non-discretionary asset management to individuals, high-net-worth households, and corporate clients. While the website does not list specific portfolio holdings, O'Higgins' public identity remains tied to the high-dividend-yield equity approach he popularized and later extended with 1999's Beating the Dow with Bonds. The team constructs portfolios and offers financial planning and portfolio management from its sole office in Miami Beach, with a client footprint that suggests domestic US coverage. Beyond founder O'Higgins, the firm lists Donna, who previously worked as a computer systems analyst for the New York State Teachers Retirement System, and Sean, an investment professional and financial planner with 17 years of experience. Sean holds an MBA from the University at Albany and certifications including CFP® and CRPC®. The firm has not disclosed total regulatory assets under management or a current deployment figure. O'Higgins Asset Management's structural distinction is that of an author-operator boutique — a publishing track record that created a durable marketing funnel long before content marketing became an industry term. Michael O'Higgins retains his Series 65 license and actively advises, making succession a natural question for allocators evaluating a firm where the brand and the founder's name are the same.