Discover
• Discussion, assessment and analysis of your current situation and aspirations.
• Cultivation of a deep understanding of your short- and long-term needs.
• Exploration of your time horizon, lifestyle, tolerances, philanthropic pursuits, concerns, requirements and aspirations.
• Development of a personal Investment Policy Statement to guide strategic investment and management decisions.
Plan
• Development of personalized financial plans, portfolios and asset allocation strategies informed by the Investment Policy Statement.
• Assessment of your current portfolio for opportunities for enhancement and/or strategic reallocation.
• Review of the entire plan with you to help ensure it aligns with your objectives and preferences.
Implement
• Execution of rigorous research on managers and investment vehicles to identify optimal options for implementation.
• Allocation of your assets into a balanced, diversified investment portfolio.
Monitor
• Ongoing investment monitoring, performance reporting and regular portfolio reviews.
• Adjustment, rebalancing and reallocation of your portfolio as necessary per changing marketing conditions and your evolving personal circumstances.
Legal & Privacy
Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
© 2025 Hightower Advisors. All Rights Reserved.