We work with our institutional clients to develop diversified portfolios. With an emphasis on risk analysis, we focus on employing various asset classes within a context of asset allocation by asset class.
We understand the interplay between various asset classes and look to optimize the risk-reward structure of our institutional portfolios.
We are experienced in working with actuaries to develop asset allocation models which are driven by future liability obligations.
By relying on third-party custodians and data aggregation reporting software, we develop consolidated reports that highlight risk analysis, balance sheet, asset allocation, and performance versus benchmarks data.
We leverage specialized training and maintain a Certified 401(k) Professional® (C(k)P®) designation, issued by The Retirement Advisor University, to aid us in the design and management of defined contributions plans.
We design and manage active defined benefit plans, such as cash balance plans, and develop strategies to work out of frozen defined benefit plans.
Legal & Privacy
Web Accessibility Policy
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.
© 2024 Hightower Advisors. All Rights Reserved.