Our wealth management team constructs portfolios designed for a variety of conditions and seeks to harvest returns across a combination of risk factors. In particular, we favor liquid asset classes that provide the potential for positive return that we believe are explainable by economic and behavioral factors.
Hightower Texas’s asset management practice provides private investors and institutional fiduciaries with objective research and investment solutions to help them confidently meet investment goals. Our program is constructed using an Investment Policy Statement (IPS) that clearly defines the objectives and constraints under which we operate. We approach our duties under a fiduciary standard, and have only our clients’ best interests in mind when we invest their funds or provide planning recommendations.
At Hightower Texas, we endeavor to deliver the full potential of financial markets. We understand that for many individuals, the execution of this goal can be complex. Every dollar that is saved or spent may have a meaningful impact on your long-term objectives. We can help you understand the implications of many financial decisions by guiding you through a disciplined and refined process. We start with your “big picture” and four primary financial planning components: investments, life insurance, retirement and estate planning.
At Hightower Texas, we believe that life insurance is an important component of many financial plans. Navigating the complexities of these policies can be overwhelming, and as a result, life insurance often falls to the bottom of the priority list for many people. Our comprehensive insurance review attempts to give you a clearer sense of your financial well-being and helps determine a correct path forward for you and your family.
At Hightower Texas, we work with both private foundations and donor-advised funds that serve a variety of charitable purposes. We impart our decades of personal and professional philanthropic experience by offering clients administrative, compliance, investment and governance support tailored to their needs. Foundation administration services include:
Our team has decades of combined experience deploying billions of dollars in capital from institutional allocators to external managers. We focus on private equity and hedge fund investments, and we are equipped to assess traditional investments, such as mutual funds and ETFs. We can work with a variety of investment structures suitable to your needs. Our private investment capabilities include: