Investment Platform

The foundation of our investment platform lies in institutional caliber global investment guidance, incorporating choice and flexibility to provide client-centered solutions. Our approach is based on our breadth of experience, integrating input from our deep network of seasoned internal and external investment partners and our focus on returns and risk management. It is grounded by our Investment Committee who sets our investment policy.

We offer a variety of “guided portfolios” featuring a host of asset allocation mixes based on various risk/return parameters:

Core Passive

Primarily passive or index strategies

Core Standard

Non-taxable or tax-deferred account types

Core Tax Conscious

Specific to taxable investors

Socially Responsible (ESG)

Sensitive to environmental, social and governance issues

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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.
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