What You Can Expect From Us


Our team’s goal is to exceed your expectations by providing holistic advice on the entirety of your financial life. 

You can be confident that we are solely focused on your objectives and what's more important to you.

Our Investment Philosopy

Our investment philosophy focuses on the creation and preservation of client wealth by managing money in a personal way. Most significantly, we adopt a disciplined investment approach, based on modern portfolio theory and sophisticated portfolio construction techniques. The cornerstone of our process is the construction of a formal investment policy statement, which serves as the road map to guide future portfolio decisions.

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HighTower Whiteboard Animation: Brokers vs Fiduciaries

HighTower Whiteboard Animation: Brokers vs Fiduciaries

published on Jan 01, 0001
Investors are taking a hard look at the people managing their money. Elliot S. Weissbluth, the CEO of HighTower, has been a visionary on this issue for over a decade. In this whiteboard video, Elliot cleverly explains the difference between brokers and fiduciaries and sheds light on the issues surrounding the industry.