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We use Riskalyze to make sure that your portfolio represents your comfort level, not ours. Try it for free today!

Our Process

We combined our depth of investment knowledge, investment philosophy, and technology in order to empower fearless investing.

How much risk do you want?

We’ll take a quantitative approach to pinpointing your Risk Number by going through a series of objective exercises based on actual dollar amounts.

How much risk do you need?

We can chart a path to retirement using a simple, intuitive approach. We’ll visualize the probability of a successful retirement and adjust in real time.

How much risk do you have?

If you’ve already got an investment portfolio, we can quickly import in and see if your Risk Number aligns with your current amount of Risk.

How much risk should you have?

We’ll use all these factors to build an optimized portfolio that fits your risk tolerance and goals. We can then stress test your new portfolio, discuss your 95% probability range, and set expectations for the future!

How do I protect my children from themselves and others when they receive their inheritance?

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Do you think of yourself as risky or conservative?

Portfolio Risk Analysis

Remote work has increased the need for cyber security awareness. To combat cyber threats, Hightower Great Lakes utilizes Proofpoint, a leader in providing cyber security awareness training. Check out the creative Proofpoint training modules below.

- Fake Browser Updates
- Lookalike Website Trick Users
- Scammers Mimic Real Banking Emails
- OneDrive Phishing Campaign
- DocuSign Phishing
- Microsoft Office 365 Credential Phishing

Take the first step towards the best part of your life by clicking the link below to schedule a 1 hour “Work Optional” meeting.

Schedule a Meeting

200 W. Madison St
Suite 2830
Chicago, IL 60606
(312) 962-3826

10850 E. Traverse Highway
Suite 3350
Traverse City, MI 49684
(231) 941-7093

15 N. Franklin Street
Suite 100
Valparaiso, IN 46383
(219) 531-4941

1680 Fruitville Road
Suite 213
Sarasota, FL 34236

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
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Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org