Our clients.
FAMILIES AND INDIVIDUALS
Personal goals shift with each stage of life. Young professionals, for example, may be focused on investing for the future, while families just starting out may seek to prepare for a child's education and individuals nearing retirement may choose to begin consolidating investments. Then there are the unplanned moments such as becoming a widow/widower, a divorce or a spouse or child becoming ill. Our client-centric approach is fluid. We build relationships, continuously reassessing goals to craft strategic wealth management plans for our wide breadth of clients.
ULTRA HIGH-NET-WORTH AND FAMILY OFFICE INVESTORS
By leveraging our industry experience and advanced service capabilities, HT|TC Wealth Partners delivers a boutique investment experience. Recommendations may include illiquid strategies for qualified purchasers or accredited investors, while incorporating hedge funds and private equity offerings. Our services include a variety of bespoke implementation ideas and offerings, including many hard-to-access limited partnership options often offered at smaller account minimums.
BUSINESS OWNERS
Contributing to a qualified retirement plan has many benefits, including tax deductions, accelerated savings, and asset protection. When the plan works for the owners, more can be contributed for their employees.
INSTITUTIONAL CLIENTS
Endowments, foundations, and other institutional clients rely upon our customized, outsourced CIO management, and consulting services on a discretionary basis including: Investment Policy Development/Review, Asset Allocation (Strategic & Tactical), Portfolio Construction, Manager Research and Selection, Performance Measurement, Consultations, Account Rebalancing.
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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
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