Our Services
At The Hausberg Group, we offer a broad range of investment advisory and financial planning services to high net worth individuals, families and organizations. As independent advisors, we leverage robust industry research and technology to offer our clients fully transparent access and understanding of our investment process and their current portfolios.
We invite you to learn more about how we partner with our clients and how we can help you.
Investment Consulting
We use the wide array of resources at our fingertips to analyze one’s current and prospective investments both as individual holdings and as comprehensive portfolios
Portfolio and Asset Allocation Strategy
Given one’s goals, needs and market understanding, we customize portfolios that incorporate the appropriate investments across all asset classes. This can be done holistically as an overseer or with greater focus as an investment manager.
Client Portfolio Reporting
We understand the numerous reporting needs of our clients and design reports to meet these needs through our reporting platform. Additionally, we offer secure 24/7 access to this reporting to provide clear and customizable performance metrics and comparisons.
Fiduciary Duty
We serve our clients, their families and their businesses as fiduciaries. A fiduciary is defined as an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. It is a relationship in which one person has an obligation to act for another's benefit.
Hightower does not manufacture financial products, and we are not beholden to “sales goals.” On Hightower’s open architecture platform, quality vendors and other strategic partners compete for our business, and by proxy, yours. This model enables us to develop a custom mix of products and solutions per each individual clients’ investment strategy.
421 N Beverly Dr #280
Beverly Hills, CA 90210
Office: (310) 341-0450
Fax: (310) 388-1439
Toll free: (888) 574-0004
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.
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