Our team’s goal is to exceed your expectations by providing holistic advice on the entirety of your financial life. We believe every aspect of our business should be focused on your objectives and what’s most important to you.
We, the Sarian Group at HighTower , have learned that no two clients have the same situations or outlooks. Our thoughtful, detailed process is developed to ensure your hopes, concerns, goals, and dreams direct your custom financial solution. The strategies we create are as individual as the people for whom we create them. Our end goal is a portfolio strategy that is grounded in your unique, living and breathing financial plan. Your plan is consistent and proactively monitored to advance your goals.
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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