WE COMMIT to the fiduciary standard for all clients. We strive to provide impartial advice, excellent service, comprehensive/transparent reporting and solid long term net of fee, net of tax performance.
OUR APPROACH to each client’s portfolio is tailored to their specific needs by selecting investments we find to be most appropriate for a particular investor. Having said that, we personally invest in a similar manner alongside our clients, with the common objective being long term conservative growth. Our overall analysis considers a client’s complete financial situation and focuses on all assets owned, regardless of purpose, location or disposition.
WE BELIEVE successful investment management takes into consideration each individual’s unique financial situation. Building an investment policy is an important first step which allows us to develop a customized plan that integrates each client’s investments with their financial, social impact & philanthropic goals & objectives.
OUR PORTFOLIOS are constructed using multiple investment vehicles and asset classes. While we look to directly manage as many investments as possible, we will engage third parties in an area outside of our proficiency or in the circumstance where the manager’s strategy can more efficiently provide incremental risk adjusted returns. We employ both active and passive strategies.
Our services extend beyond traditional wealth management. We fully coordinate your family’s overall financial landscape to help meet your needs and objectives.
• Owners & Executives of public and privately owned businesses
• General Partners of private equity & hedge funds
• Hedge Funds
• Private Equity
• Real Estate
• 6% >$150M
• 8% $100M-$150M
• 34% $50M-$100M
• 35% $20M-$50M
• 17% < $20M
707 Skokie Blvd
Northbrook, IL 60062
Office: (312) 962-3880
Fax: (312) 277-3739
Toll Free: (888) 600-1077
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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.
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