Our Process

The 5 A's

We use a five-step process that is purposeful in design. With this process, we help you build a personalized framework for achieving your investment goals.

Hightower Bellevue Process

Investment Strategy

Your Concerns

  • Do you have comfort knowing your portfolio is making the returns it should to reach your goals?

  • Are your returns competitive? Is your portfolio positioned to reflect the current economic climate?

  • Are your investment advisor’s interests aligned with yours?

Our portfolio management process provides you with the answers to these questions.

We use a portfolio management process that is:

  1. Responsive to your personal risk sensitivity

  2. Built to achieve your unique goals over the long-term

  3. Responsive to the current economy

  4. Disciplined

Our Portfolio Management Creates:

Strategic Strength
Our process starts with a traditional strategic asset allocation that for the long-term should effectively meet your risk, cash flow and liquidity needs. This portfolio design helps to ensure transparency in achieving your desired results.

Tactical Flexibility
We then deploy a deeper, economically-sensitive tactical rebalancing. Our analytic tools are designed to help our team enhance results during volatile trends to optimize returns and minimize risk. We take advantage of market dislocation by over- and underinvesting certain asset classes based on market conclusions.

Personal Relevance
We plan for, and react to, market changes in coordination with your defined needs. We use an open-selection process, encompassing a wide-array of investment vehicles based on your goals and objectives. Since we have no incentive other than your success, our independence allows us to explore all opportunities.

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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.

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