Steve Billimack
Overview
Mr. Billimack at HighTower Advisors advises professionals and entrepreneurs. His services include designing investment plans to help clients reach their financial goals. In addition, Mr. Billimack counsels a select group of corporate investors, retirement plans and non-profits. While his practice is based in Chicago, Mr. Billimack advises clients nationwide.
Mr. Billimack’s wealth management practice is fee-based; fiduciary focused, and places the needs of the clients first. In short, his interests are aligned with his clients.
When employing an investment plan, Mr. Billimack’s investment style is long-term focused. He places as much emphasis on selecting an appropriate asset allocation for clients as selecting the best of breed investment vehicles to implement the plan, which could include ETFs, no-load mutual funds, professionally managed separate accounts or alternative investments. While he makes reasoned, tactical shifts for portfolios based on market conditions, he is neither short-term focused nor a market timer.
Once an investment plan is in place, Mr. Billimack works with the client to monitor progress and act as a sounding board for new ideas and changing goals over time.