HIGHTOWER & BOLER, LLC

Overview

Hightower & Boler, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individual and family clients. The firm styles itself as a capital allocator: it manages portfolios directly while also selecting outside managers and third‑party advisers when appropriate. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and manager selection for institutional or business clients. Investment activity shows a clear tilt toward fixed income, with U.S. government bonds the single largest exposure. The firm uses separately managed account structures and traditional pooled vehicles to implement core positions, and it supplements those core exposures with allocations to external managers — notably hedge funds as its primary alternative sleeve and mutual funds for additional diversification. Fee arrangements are flexible, including percentage‑of‑AUM billing as well as hourly and fixed fee options, which supports both ongoing advisory relationships and project‑based planning work.

Assets & Accounts

Investments & Alternatives

Location & Offices