01 | DISCOVER

At Hightower LakeWater, we take the time to assess your current situation and discuss your aspirations in order to develop a deep understanding of your short- and long-term needs. Together, we explore your time horizon, lifestyle, tolerances, philanthropic pursuits, concerns, requirements and aspirations.

02 | PLAN

With the information gathered throughout the discovery process, we develop holistic financial plans and investment policies designed to position you for success. We also assess your current portfolio for opportunities for enhancement, and review the entire plan with you.

03 | IMPLEMENT

Informed by our internal research team and an array of external, third-party research, we construct portfolios with customized liquidity, risk and expected return characteristics. This asset allocation framework is designed to align with your goals and objectives.

04 | MONITOR & MANAGE

Based on changes in risk conditions, coupled with market shifts and changes in asset class weightings, we maintain a systematic and disciplined approach to portfolio management, adjusting allocations as necessary and appropriate.