The Hausberg Group
The Hausberg Group Investment Approach
Our Philosophy: 5 Core Beliefs.
- We believe that all investors—both individual and institutional—need to employ strategies that minimize portfolio volatility and maximize return on an after-inflation (after-tax) basis.
- We believe that building optimal portfolios for our clients requires complete customization around their unique set of objectives, risk tolerances, and constraints.
- We believe that expanding the opportunity set of investment strategies to include both traditional and non-traditional investment solutions increases the probability of successfully growing your assets.
- We believe that it is essential for us to consider not only the allocation of assets, but the location of assets.
- Most importantly, we believe that it is our personal and fiduciary responsibility to put your interests first—no matter what.
Client Service and Reporting
At HighTower Advisors, we have access to a leading-edge, client-reporting platform that provides you with timely, comprehensive, transparent, and fully customized information.
We provide you with all of the information that you need to understand the positioning of your portfolio. We emphasize quality of content over quantity of pages. As a client of The Hausberg Group, we meet with you in-person on a quarterly basis. During these meetings, we discuss your performance and identify actions that impacted your portfolio’s return, along with what we recommend strategically going forward.
However, reporting is only one side of the client service equation.
The Hausberg Group is committed to delivering our solutions using a partnership-style client service model. We are available to you 24/7 to discuss portfolio strategy, market conditions, or any matter of importance to you. We invite you to learn more about how we partner with our clients to deliver optimal portfolio solutions.
If you are ready for the kind of investment experience that we have described here, please call James Hausberg directly at 888.320.4844 to find out more.