Our Custodial Relationships

A set of keys on a wooden table
Hightower does not take custody of its clients’ assets. We guide your choice of third-party custodians to hold and protect your money. Instead of limiting your custodial choice to a single legacy or captive relationship, Hightower has forged partnerships with several reliable, secure, and independent firms with deep financial experience.

Separation of Services = Checks & Balances

The functions of the three service providers above are separate and independent to provide for a system of checks and balances.

When the investment advisor is independent of the other service providers, it minimizes or eliminates potential conflicts of interest.

1. Broker/Dealer Trade Execution

2. Custodian Asset Protection

3. Investment Advisor / Money Managers

Investment Advisors & Custodians

Investment Advisors

  • Assess the financial needs and goals of clients

  • Provide portfolio management and investment recommendations to meet these financial goals

  • Educate clients on investment options

  • Monitor and update client goals and appropriate investment solutions

Custodians

  • Safeguard financial assets

  • Arrange settlement for purchases and sales of securities

  • Issue statements and transaction confirmations

RJ Wealth Management Custodians

Awards & Accolades

Forbes

Inc. 500

Barron's

FT

Let's Get Started.

Reach out today to explore how our trust services can help support your financial goals, protect your wealth, and safeguard your legacy.

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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

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