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.
1999 Avenue of the Stars
Suite 3200
Los Angeles, CA 90067
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
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
© 2024 Hightower Advisors. All Rights Reserved.