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CUSTOMIZED PORTFOLIOS
"When people talk, listen completely. Most people never listen."
— ERNEST HEMINGWAY
Our investment management philosophy involves a collaborative process with each client. Portfolios are based on each client’s specific circumstances and distinct preferences, including time horizon, income needs, risk tolerance and tax considerations. To help clients meet their goals, investment holdings consist of varying proportions of stocks, bonds, cash and value-added alternatives. Importantly, we believe the best way to understand our clients and their needs is to listen to them. To us, that's what really matters — that’s HMA.
INTEGRATED FINANCIAL PLANNING
"A goal without a plan is just a wish."
— ANTOINE DE SAINT EXUPERY
Financial planning can seem arduous, but it doesn't have to be. We believe the key is working with clients to define their goals and create plans that are understandable. Our mission is to help turn our clients’ wishes into actions that give meaning and direction to their investments. Sophisticated financial planning made simple — that's HMA.
EXCELLENT CLIENT SERVICE
“People will forget what you said. They will forget what you did. But they will never forget how you made them feel."
— MAYA ANGELOU
At HMA, we believe that lasting client relationships are based on friendship, not a one-size-fits-all approach. Alongside being knowledgeable, accessible and responsive, we want to have fun with our clients. We want to discuss books and movies, go out to dinner, drink some wine, and talk about upcoming trips and what the children and grandchildren are up to. We want to cruise on a river boat through downtown Chicago on a warm summer evening, play golf together, cheer on the Cubs and spend a sunny Saturday afternoon at Arlington Park. What we, as a team and individuals, really value are our long-lasting friendships — that’s HMA.
OUR PARTNERS
After doing our due diligence, HMA has selected HighTower for their back- and middle-office support and resources, and Charles Schwab for their custodial and corporate trustee services. These two well-known, national firms provide technology platforms and support that enhance the financial services we offer our clients.
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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