Fiduciary: An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another’s benefit.


Fiduciary

For HighTower advisors and clients, there exists the kind of relationship that our fiduciary agreement merely contractualizes. Yet, we think it’s important to be clear: the nature of the relationship between a HighTower advisor and a HighTower client is like the relationship between doctor and patient. A HighTower advisor is legally obligated to act in your best interest.

 
HighTower Advisors are free of those conflicts typically found in traditional brokerage firms. In fact, we are supported in ways that enable us to view the financial lives of our clients more completely, more effectively and without distraction.

Because we are a team of investment professionals at an independent financial advisory firm, we are under no obligation or pressure to sell or cross sell proprietary products. Our investment process is guided by multiple sources of independent research and comprehensive due diligence. 
Our entire team is deeply committed to these values and standards, and we strive to achieve this type of relationship for years to come.

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Overview

HighTower is an elite community of independent-minded financial advisors who provide objective guidance to help clients reach specific goals and achieve long-term financial security. All HighTower advisors are fiduciaries, meaning they have a legal obligation to act in the client’s best interests.

By combining radical transparency, integrity and sophistication, we are reshaping the financial services industry from the inside out.


HighTower Whiteboard Animation: Brokers vs. Fiduciaries

HighTower
Sep 30, 2018

HighTower Founder and CEO Elliot Weissbluth explains the difference between a broker and a fiduciary, and why it matters to an investor’s financial health.

HighTower Client Advantages


Benefits

HighTower does not manufacture or sell proprietary financial products to clients. Instead, quality vendors and other strategic partners compete for advisors' and their clients' business. This model enables advisors to develop a custom mix of products and solutions tailored to each client’s needs.

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Assets

At HighTower, client assets are safely held by strong, third-party custodians such as Fidelity Investments, Charles Schwab & Co, Inc., and Pershing. We work with reliable, secure and independent firms like these based on rigorous due diligence and high standards of operational excellence, security and service.

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Technology & Reporting

HighTower advisors leverage secure, high-quality performance reporting tools to build customized wealth management and investment reports. Clients access account information and a consolidated view of their overall net wealth via our secure, digital Client Portal.

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Support

From access to 1,000+ third-party investment managers and negotiated vendor pricing, to cybersecurity and exclusive intellectual property and resources, HighTower provides advisors with strong foundation to support clients and their families.

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Top 1200 Advisors by State

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Top Women Wealth Advisors

Inc.

Inc. 5000

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Penta, Top 40 Wealth Management Firms

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Top 401 Retirement Advisers