Corporate & Institutional Services
In addition to wealth management services, several HighTower Advisors offer corporate and institutional services.
“We maintain relationships with a very diverse corporate client base, which ranges from private start ups to Fortune 100 companies. These clients all share one thing in common, however. They place a high value on the independent, objective advice we’re now in a position to provide.”
Richard Saperstein, Senior Managing Director, Treasury Partners
Corporate Cash Management
Certain HighTower Advisors provide a range of services to clients electing to outsource responsibility for portfolio management, investment policy compliance, credit monitoring, accounting, and liquidity management.
One HighTower advisory team also offers clients managing their own liquidity direct, access to 140+ domestic and offshore institutional money market funds via its online ‘Money Market Portal’. Funds are denominated in US dollars, sterling and euros.
Consistent with HighTower’s open source model, none of these funds are proprietary.
Institutional Consulting
In addition to working with high-net-worth investors and their businesses, there are several HighTower Advisors also working closely with non-profits (i.e. Endowments and Foundations).
HighTower Advisors consult with non-profits on items unique to their structure, including helping Trustees better understand their roles as fiduciaries and the importance of documenting their oversight of the non-profit’s investments and operations via Spending Policies and an Investment Policy Statement. With respect to investment management, HighTower Advisors consult with Trustees on portfolio design, scenario analysis, manager research and performance monitoring.
Asset Management
HighTower Advisors consult closely with clients in customizing portfolios to meet each client’s unique goals. While implementing an investment strategy, HighTower Advisors may utilize various outside investment managers for more traditional investments including ETFs, mutual funds, and separately managed accounts to Alternative Investments including private equity, managed futures and hedge funds.
In addition, within HighTower, there are several advisors managing their own researched, stock portfolios. These portfolios may focus in a single asset class (i.e. Large Cap Stocks) or more flexible mandates allowing the advisor to select stocks in a flexible Global All Cap approach.