A complete list of active advisors currently associated with Hightower & Boler, LLC
Warmer can help you find a great advisor at Hightower & Boler, LLC or one who fits your needs even better.
Hightower & Boler, LLC is a fee-only registered investment advisor that serves individuals, high-net-worth clients, trusts and estates, and also provides services to state and municipal government entities. The firm offers discretionary investment management, tiered financial planning (basic and two levels of comprehensive planning), and tax preparation as separate services. Portfolios are customized and primarily constructed using individual bonds and exchange-traded funds, with a generally long-term focus while allowing shorter-term trades for rebalancing or cash needs. The firm implements strategies directly and, when appropriate, via unaffiliated independent managers and uses an institutional custody platform to support portfolio management, including for institutional clients. Compared with many solo independent advisors, Hightower & Boler manages a relatively small asset base (approximately $7.77 million across a small number of client relationships) yet includes uncommon client types such as state/municipal and other institutional clients. The firm’s brochure discloses a prior regulatory disclosure event—its principal’s 2015 registration denial related to unpaid state tax filings, which was subsequently resolved and lifted with a $500 administrative fine—and notes that tax preparation is provided as a separate business activity.
To learn more about the advisors currently working at Hightower & Boler, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 29
|
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