Stephanie Link and the Investment Solutions Platform
Stephanie Link is the Chief Investment Strategist, Head of Investment Solutions and Equity Portfolio Manager at Hightower Advisors. As Chief Investment Strategist, Stephanie runs multiple equity strategies within the Investment Solutions group and often works with Hightower’s advisory businesses and their clients to help them navigate the economy and markets. The Investment Solutions team at Hightower offers a variety of solutions in equities, fixed income, and private markets. This division currently has $6.6B assets under management as of June 30, 2025.
What We Do
Investment Solutions combines the capabilities and resources of an institutional asset manager with the service and accessibility of a boutique manager. Our team of experienced, high profile, skilled investment professionals manage a suite of attractively priced equity, fixed income, and multi-asset portfolios designed to meet a broad range of investment goals.
For advisors seeking to maximize time spent supporting clients, Investment Solutions provides differentiated connectivity to the investment team with transparency into portfolios and decision making. The team regularly engages with advisor practices and their clients on conference calls, presentations, and proposals, working effectively as an extension of Hightower’s advisor teams.
Investment Portfolios
Delivering compelling investments across public and private markets through:
Equity Strategies
Fixed Income Strategies
Multi-Asset Portfolios
Private Market Solutions
Investment Research
Offering differentiated analysis on the markets, the economy, themes and opportunities to drive investment decisions.
Advisor Partnerships
Leveraging institutional capabilities to support advisors. We offer bespoke portfolio solutions, present these solutions to clients and prospective clients, and manage assets on behalf of individuals and institutions (e.g., foundations, businesses, endowments).
Events & Access
Advisors and clients gain exclusive access to the Investment Solutions team and events that we host.
Broadening Market Leadership and Strong Earnings Set Up a Favorable Year-End
October 26, 20261. Market Leadership Is Broadening The 10-year Treasury yield fell nearly 41 basis points last week, declining from 5.36% to 4.95%, and currently sits around 4.98%. The pullback in yields has helped support a broader market, with leadership rotating beyond technology and communication services. Month-to-date, Technology is down 6.5% and Communication Services has fallen 4.8%, […]
AI Concerns Rise, but Growth Continues to Accelerate
October 21, 2026AI Concerns Return Concerns around the AI trade increased following weakness among “neocloud” companies, which build data centers and rent access to AI chips and computing capacity. Elice, a South Korean AI computing provider, fell 32% in its public-market debut despite already operating data centers, holding government contracts, and generating profits. The disappointing debut suggested […]
Rising Yields Create Opportunities as Market Leadership Broadens
October 19, 20261. Yields Pull Back After a Sharp Move Higher The 10-year Treasury yield climbed to 5.3% before pulling back, following a significant move higher in recent months. Yields have risen roughly 117 basis points from their lows, including a 60-basis-point increase in September alone. Despite hotter-than-expected CPI and PPI readings, Treasury yields moved lower this […]
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Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
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