The Otto Group at Hightower Advisors

About

The Hightower Advantage

Hightower is a fiduciary. This means we have a legal obligation to put investor interests before our own. With Hightower, advisors are compensated via transparent fees for our financial and advanced planning advice and guidance. We believe that operating within a model focused on service instead of sales results in a more beneficial fee structure for our clients. This helps us serve our clients as true fiduciaries. 

At Hightower, client assets are safely held by strong, third-party custodians such as TD Ameritradeⁱ, Fidelity Investmentsⁱ, Charles Schwab & Co, Inc.ⁱⁱⁱ, and Pershing^iv. In recommending these third-party firms, Hightower has evaluated each firm and determined that they offer clients, among other factors, an excellent blend of service, financial strength, and access to solutions. 

In addition to maintaining client assets, each custodian provides Hightower with access to institutional trading and custody services, which are typically not available to retail investors. We also have access to trust services, insurance services, estate planning guidance, and investment solutions resources. 

The Hightower model enables us to provide clients with boutique, personalized wealth management services, as well as sophisticated products and solutions. With more than $117 billion in assets under management (AUM)^v, Hightower is strategically positioned to access institutional-grade investment solutions and resources while simultaneously capitalizing on potentially opportunistic or niche solutions, such as sophisticated hedging solutions with multiple counterparties. 

Additionally, as part of our commitment to transparency, we offer customized performance reporting and risk analysis, inclusive of outside assets. 

Because Hightower-affiliated businesses retain investment discretion for their clients, Hightower advisors are less restricted in terms of investment providers than most advisors at large brokerage firms. As a result, our clients will have access to products not normally available to traditional brokers. 

Hightower’s research portal grants us access to research from Wall Street firms, third-party nonstreet vendors, and a suite of other research capabilities. We believe that multiple sources and perspectives are critical to helping clients make informed investment decisions. 

At Hightower, we are nimble, yet still large enough to attract some of the largest investment partners in the world. We work daily with firms like BlackRock, Goldman Sachs, J.P. Morgan, and Vanguard. The difference is we are not beholden to those institutions or their shareholders - we represent our clients first, work to avoid conflicts of interest, and are transparent in our fees. At The Otto Group, we have both a voice and vested interest in helping ensure that the firm, its structure, and strategic direction remain focused on the client.

As partners and equity owners in Hightower, we leverage the resources that Hightower provides and function as a multi-family office for individuals, families, and business owners. In order to deliver the level of sophistication and service our clients expect, we limit the number of households that we serve - as represented by our current number of 75 household relationships. Our comprehensive process ensures that each client benefits from our attention to detail beyond traditional asset management. 

At The Otto Group at Hightower Advisors, we strive to honor the trust our clients place in us as stewards of their wealth, advocates of their goals, and guardians of their future.

This is our story. We’d be honored to be part of yours.

We invite you to visit our website to view our team, process, and commitment to community

i Total assets under management (AUM): $1.32 trillion. Website accessed June 9, 2022. For more information, click here:     https://bit.ly/3H8qQQC

ii Total FI assets under management: (AUM): $4.1 trillion. Website accessed June 9, 2022. For more information, click here:  https://bit.ly/3QdHmTt

iii Total assets under management (AUM): $7.4 trillion. Website accessed June 9, 2022. For more information, click here:   https://bit.ly/3mApAfM

iv $2 trillion in global client assets. Website accessed June 9, 2022. For more information, click here:   https://bit.ly/3O4OhwG

v Hightower Advisors assets under management. Website accessed July 1, 2022. For more information, click here: https://bit.ly/3yclv5A

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.