Our Process

Our disciplined planning approach supports customization at every level, and focuses on your distinct needs and objectives. We take the time to explore issues and considerations relevant to you and build tailored, flexible strategies that align with your values and support your goals.

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• 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.

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• 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.

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• 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.

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• 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.

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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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