German American Wealth Advisory Group
Hightower Advisors, LLC
NAPA FIRM PARTNERS
Broker-Dealers & RIAs
New York, NY | hightoweradvisors.com
Evansville, IN | germanamerican.com KEY CONTACT(S)
Jody L Giles 812.437.7314 | jody.giles@germanamerican.com Mary A. Dishman 812.437.7315 | mary.dishman@germanamerican.com Justin Soderlund 812.482.1314 | justin.soderlund@germanamerican.com
FIRM PROFILE Our Wealth Advisory Group specializes in providing discretionary investment management and retirement services to our client base. We act as a fiduciary for all of our clients.
PRIMARY MARKET(S) SERVED
KEY CONTACT(S)
Zo Bigornia | 917.286.2767 | zbigornia@hightoweradvisors.com Kevin Nolan | 646.434.3131 | knolan@hightoweradvisors.com
FIRM PROFILE Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.
PRIMARY MARKET(S) SERVED OPTIONS AVAILABLE • Preferred Provider Program • Business Development Consultants • 3rd Party Vendor Analysis Tool
OPTIONS AVAILABLE • Business Development Consultants
• Benchmarking Tools
• Recruiter for Retirement Plan Advisors
• Participant Advice/Participant Services
• 3rd Party Vendor Analysis Tool
• Allows Fiduciary Declaration 3(21)/3(38)
• Other Tools
• Plan Sponsor Fiduciary Training
• Benchmarking Tools
• Minimum Fee Schedules
• Participant Advice/Participant Services
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS
• CRM/Data Aggregation
23
63
• Internal Rollover Program • Allows Fiduciary Declaration 3(21)/3(38) • Custom Risk Based/Target Date Models • 408(b)(2) - In-House or Outsourced • Plan Sponsor Fiduciary Training • Stable Value Analysis
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS 11
NAPA BLACK BOOK 2021