What You Can Expect From Us

Our team’s goal is to exceed your expectations by providing holistic advice on the entirety of your financial life. We believe our business should be focused on your objectives and what’s most important to you.

Our Investment Philosopy

Our investment philosophy focuses on the creation and preservation of client wealth by managing money in an institutional fashion. Most significantly, we adopt a disciplined investment approach, based on modern portfolio theory and sophisticated portfolio construction techniques. The cornerstone of our process is the construction of a formal investment policy statement, which serves as the road map to guide future portfolio decisions.
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HighTower Whiteboard Animation: Brokers vs Fiduciaries

HighTower Whiteboard Animation: Brokers vs Fiduciaries


published on Jan 01, 0001
Investors are taking a hard look at the people managing their money. Elliot S. Weissbluth, the CEO of HighTower, has been a visionary on this issue for over a decade. In this whiteboard video, Elliot cleverly explains the difference between brokers and fiduciaries and sheds light on the issues surrounding the industry.

Awards & Accolades

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