How We Manage Investments
We work with clients to understand their liquidity, cash flow and long-term needs to create a custom portfolio that is diversified, tax-efficient and focused on the long run. All areas of your financial life impact one another and help formulate our strategy. The investment philosophy, manifested through individual security selection, is derived from a macro, non-consensus view which places maximum emphasis on risk management. Hightower’s open-architecture platform allows us to complement our traditional investment strategy through partnerships with alternative asset class investors.
Our Investment Process
STEP ONE
Evaluate & Define Macro Forces
Successful stock selection does not happen in isolation. Our wealth management team places a strong emphasis on current events and potential impact on the markets, changes in global markets (both economically and politically), and shifts in global and domestic demographic trends.
STEP TWO
Determine Beneficiaries
Based on defined macro themes, we determine the main beneficiaries by finding geographies, sectors and industries with risk/reward ratios defined by macro views, taking a top-down value-oriented approach with a deep fundamental analysis, and taking a contrarian view to identify opportunities that are misunderstood by the market.
STEP THREE
Stock Selection
Based on the most likely beneficiaries of the defined macro view, our team emphasizes the following for stock selection: large-cap stocks (generally) as they offer quality, liquidity and opportunity, companies with organic revenue and profit growth, and companies with a sustainable business model and diversified customer base.
STEP FOUR
Risk Management
We target “reversion to the mean” stocks that have lagged their peers. Though we are style agnostic, we do not practice momentum investing. We know investing is a probabilistic exercise. Our team looks for stocks that have been overlooked, misunderstood or facing low expectations by the investment community, thus providing a wider margin of safety on a risk/reward basis.
ONGOING
Monitor Portfolio
Our team analyzes and reviews daily news flow, reports and quarterly earnings. We evaluate various analyst reports that are contrary to the team’s thesis in order to solidify their conviction.
300 Madison Ave, 29th Floor
New York, NY 10017
Phone: (917) 286-2720
Fax: (212) 202-7822
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Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org
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