Mission Statement

To help our clients reach their financial goals with an investment management philosophy built on the core principles of trust, transparency, and service.

"Putting clients' interests first" is not just a catchy slogan. As a fiduciary, it is our legal obligation.

Our Role as a Fiduciary

HighTower has a fiduciary relationship with each client. Putting your interests first and providing objective advice and solutions is more than just a mission statement- it is our legal obligation.

Our investment process is guided by multiple sources of independent research and comprehensive due diligence. HighTower’s capital partners have no direct interest in or involvement with our investment management, which eliminates many of the conflicts of interest found at traditional brokerage firms.

We are under no obligation or pressure to sell or cross sell proprietary products. Our sole legal responsibility and duty is to advise our clients and provide guidance for their investments.

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Our commitment

Like engineers building bridges, The Ezzell-Conklin Group helps you span investment and financial obstacles to get you from where you are today to where you want to be in the future.

We create completely custom financial blueprints by taking the time to understand your needs, your goals, and most importantly, you. We go beyond mere portfolio construction by maintaining your plan’s accuracy with up-to-date market insights and constant communication. In addition to laying the foundation for your investment portfolio, our team supports your investments with acute asset allocation, aligned with your risk tolerance and time horizon.

We’re committed to providing you with an investment structure that will withstand the test of time and furnish you with a safe passage to your financial destination.

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Core Principles

Clients First

Team Culture

Thought Leaders

Service Centric

Continual Improvement

Honesty & Transparency

Awards & Accolades

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