A complete list of active advisors currently associated with Steel Tower Investments

Warmer can help you find a great advisor at Steel Tower Investments or one who fits your needs even better.

Steel Tower Investments provides discretionary and non-discretionary investment management, financial planning, selection of other advisers, and pension consulting to individuals (including high‑net‑worth clients), trusts and estates, corporations, retirement plans, and state or municipal entities. Services are tailored to each client and described in written agreements that govern ongoing monitoring and rebalancing. The firm implements client strategies using customized portfolios, model portfolios, sub‑advisers, and managed account platforms, including a UMA program through Adhesion and Schwab-managed account options; optional tax‑overlay services are available for UMA clients. Investment vehicles may include mutual funds, ETFs, individual equities and debt, options, margin, alternative investments, and private funds accessed through iCapital, with periodic reviews and risk disclosures provided to clients. Notable features in the brochure include support for institutional and offshore accounts via a custodial relationship with Comerica and a stated significant non‑U.S. client base, along with multiple corporate affiliations — including HBK Sorce Brokerage LLC (a broker‑dealer), HBK Sorce Insurance LLC (an insurance agency), affiliated accounting firms (e.g., Urish Popeck & Co.), and affiliated RIAs. The firm manages roughly $258.6 million for a relatively small client roster while operating with a small adviser team, a combination that, together with its brokerage, insurance, accounting affiliations and alternative‑investment access, differentiates it from many peers.

To learn more about the advisors currently working at Steel Tower Investments, 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.