Reporting

Custodian Statements & Websites

Your custodian provides official statements and record keeping services for your accounts. You can also access your custodian directly online.

Consolidated Performance Reporting

Our web-based portals, powered by Tamarac and eMoney, provide clients with daily online access to their account information, across multiple custodians.

Our Portals Include the Following Features:

Account Aggregation

Flexible Data Views

Multiple Asset Allocation Views

Performance Tracking

Customized Reports

Drill Down To Asset Level Performance

Gain/Loss & Dividend/Interest Reporting

Privately Held, Illiquid Asset Entry & Tracking

Secure Online Document Vault

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.

LET'S CHAT

300 Madison Avenue
29th Floor
New York, NY 10017

Phone: (917) 580-6041
Fax: (917) 591-4906
Toll free: (800) 894-6040

Overview
Team
Structure
- Fiduciary Standard
- Our Custodians
Services
- Financial Planning
- Executive Compensation
- Insurance
- Lending
- Operational Support
Investments

Resources
- Custodians
- Resources
- Reporting
- Trade Execution
- Trust Services
FAQs

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