Our concierge model offers a higher level of personalized financial service, putting the focus on planning and optimization. Imagine a personalized, meaningful, client-advisor relationship coupled with the latest resources to create customized plans. We’ll work with you to develop a plan that supports your dreams, needs and financial independence. Our holistic approach begins with getting to know more about you because the real value in what we do is not found in the numbers, but in the lives we transform. We integrate your current priorities, uncover any inefficiencies and identify an action plan so you feel more confident and informed about your financial future.
In addition to our concierge-level service model, Hightower’s size and scale work to your advantage. Every RDM client now has access to high-quality products and solutions from top firms. First, Hightower negotiates. Then we pass the price savings directly on to our clients.
What’s more, we do not manufacture or sell proprietary products, create our own investments, or engage in any other commercial activities. We are truly client focused.
Once we have identified your goals and discussed any issues, we will create a plan for the future. As we move forward, the concierge process will shine a light on any inefficiencies that may inspire a change of course. We do more than deliver a plan. We create a personalized road map that leads to the future you want; it’s designed to be iterative in order to navigate the ever-changing landscape along the way.
Based on your need’s assessment and financial plan, we will determine the proper asset allocation. Once that is established, we create the plan comprised of the most appropriate products and solutions. The RDM Investment Committee meets regularly to discuss market trends, individual names, sector weightings, and investment manager due diligence. We continually evaluate, iterate and optimize the plan.
As part of our client-centric concierge model, we regularly monitor progress and work hard to keep our clients in the know. In addition to portfolio performance reviews, we deliver market updates, quarterly commentary, financial plan adjustments, invitations to client appreciation events and more. When it comes to building strong client-advisor relationships, communication is key. That’s why our concierge model works.
As we attempt to uncover your financial blind spots, we coordinate with you and your other advisors. We will collaborate with them and implement new strategies tailored to your specific needs.
We are able to provide your attorneys and tax professionals with a detailed analysis of your assets and current tax situation. Our technology wiII provide your professional team with direct access to a secure virtual vault accessible to your legal, tax, and financial statements and documents on a real time basis.