At HighTower San Diego our mission is to partner with you to focus on overall financial well-being. We understand your financial situation from every perspective and offer advice in order to deliver tailored solutions. We work with you to help provide the greatest reward: control of your future. Our advisors deliver proactive advice and solutions as we seek to manage, grow, and protect your hard earned financial assets.
“Our legal and fiduciary obligation to our clients forms the foundation of what we do. Our clients enjoy the confidence of knowing that serving your interests is more than a line in our mission statement – it is our fiduciary duty.”
HighTower was founded to address a systemic problem that has plagued investors for decades: large, vertically integrated brokerage firms claiming to be financial advisors, when in reality they are manufacturers and purveyors of financial products. At HighTower San Diego, we perform multiple roles – advisor, strategist, consultant, financial confidant – but we are never proprietary salespeople.
HighTower is an independently owned, client-centered, registered investment advisory firm. HighTower’s ‘open source’ structure enables us to employ some of the top resources available, including research, financial planning capabilities and independent custodians and trading platforms. We have the ability to act in our clients’ best interest without restriction as market conditions change.
Our legal and fiduciary obligation to our clients forms the foundation of what we do. As AIF® Designees our advisors are committed to avoiding conflicts of interest, offering objective and personalized investment solutions, and conducting continuing reviews to help ensure all fiduciary principles are being observed. Our clients enjoy the confidence of knowing that serving your interests is more than a line in our mission statement – it is our fiduciary duty. Their vision of their futures and financial goals drive every investment decision we make.