our wealth management process
From clients’ estates and businesses to time spent with loved ones and pursuing lifelong dreams, we offer our clients more time to do the things they love, with less worry about building and protecting their assets.
Our disciplined four-step investment process enables us to construct custom, well- diversified portfolios that help our clients achieve their articulated investment goals, such as cash flow requirements and long-term capital stability and growth. We always focus on high quality investments and emphasize capital preservation above all else.
portfolio construction and evaluation
As an investor participating in the global markets, you can generally expect to generate investment returns from three primary sources: Strategic Allocation, Tactical Allocation, and Manager/Security Selection. When all three factors are properly analyzed and effectively acted upon, we believe we have a greater likelihood of satisfying our return objectives with the least amount of risk.
12680 HIGH BLUFF DRIVE
SUITE 450
SAN DIEGO CA 92130
(858) 356-6340
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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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