Our Approach
A human-focused approach
We don’t want to just build you a financial plan, we want to understand you as a person. To get a sense of your true attitudes, traits, and foundational beliefs. So your financial fortress can be built around what matters most.
Our approach makes getting to know you our most important task.
The TEN Experience
More than meetings
Working with TEN capital is more than sitting in meetings. Instead, we’ll invite you on some unexpected excursions that allow us to get a sense of who you are and what you’re about. At the same time, we’ll offer you a chance to learn something that may help you on your journey.
Experiences include:
Helpful, eye-opening Lunch and Learn events.
Constructive and fun group cooking classes.
Exclusive group dinners with portfolio managers.
Informative quarterly guest speaker events.
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
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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