Fiduciary Oath
We believe managing someone else’s money means acting with the same care and diligence as we would managing our own money. This means not only seeking investment returns, but also managing risk- which can, and will affect long-term investment returns and our clients’ lives.
We are proud to commit to the following Fiduciary Principles:
As the highest standard of care, we put our client’s best interest first.
We will act with prudence, and the care, skill, diligence and good judgment of a professional.
We will provide full and fair disclosure of all pertinent facts impacting our clients’ investments and financial situation.
We will avoid conflicts of interest.
We will fully disclose and fairly manage, in the client’s favor, any unavoidable conflicts.
Our Values
TRUST
We value the trust of our clients
EMPLOYEES
We value our employees and hope they think, feel and act like owners
COMMUNICATION
We value frequent communication and education
ENTREPRENEURSHIP
We value business ownership and entrepreneurial passion
PLANNING
We value proactive goal setting and financial planning so our clients can live life to their fullest
PRESERVATION
We value thoughtfully protecting and preserving assets along with generating capital growth
DIVERSIFICATION
We value diversification from public markets and other correlated assets through private, alternative investments
WELL-BEING
We value preparation and guidance through life's transitions and surprises
LEGACY
We value partnering to define our clients legacy
PHILANTHROPY
We value helping our clients support causes and organizations that mean a lot to them and make positive change in the world
8201 Greensboro Drive
Suite 545
McLean, VA 22102
Office: (571) 406-4700
Toll Free: (888) 335-9020
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
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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