Transparency means that we take extra time to help make sure you understand what we are doing and what you will pay us. Our practice is fee-based. Your fee is computed as a percentage of the assets we manage; it compensates us for our investment advice and comprehensive planning services.
Economy is accomplished by tax efficiency, the limitation of management fees and the use of investment products which do not bring unnecessary operating expense to your portfolio. Our research reveals that there is little benefit provided by frequent activity or the use of investment products which require a high operating cost. To help increase tax efficiency, individual equity holdings are usually held a long time.
Patience is invaluable. We believe that an investor must have the patience to wait for, and the courage to invest, during times of distress. There is an important difference between price and value, and we believe investment portfolios are more durable when well bought. We strive to be able to seize opportunity with confidence, empowered by a cash reserve. Price is more volatile than value. There will be another market tomorrow, whether you seek a secure retirement or a legacy for a later generation.
230 Royal Palm Way
Suite 302
Palm Beach, FL 33480
Office: (561) 440-6280
Fax: (561) 828-2853
Toll Free: (888) 254-0994
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Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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