AS NON-PROFIT ORGANIZATIONS ACHIEVE GREATER LEVELS OF SUCCESS, THE COMPLEXITIES OF MANAGING THAT SUCCESS ALSO GROW

Drawing on our depth of experience, Hightower Las Vegas can help your organization navigate the critical aspects of managing your resources by serving as your partner in a fiduciary capacity.

We help non-profit executives and boards execute their duty of care, balance risk, and implement prudent investment policy.

DUTY OF CARE

When it comes to managing a non-profit organization’s assets, board members are held to a fiduciary standard called the Duty of Care. This standard requires policies that help protect the resources of the organization, as well as further the mission.

THE NEED TO BALANCE RISK

Boards often think of risk in terms of loss of principal due to volatile investments. Yet this is just one end of the spectrum of risk. The other is the loss of purchasing power from the effects of inflation. Sound investment policy needs to balance these risks based on the organization’s specific needs.

INVESTMENT POLICY

Hightower Las Vegas has the skills and experience to help non-profit boards fulfill their fiduciary obligations. Our consultative approach helps boards build sound investment policy by focusing on the organization’s goals, constraints, spending policies, and other important factors.

HTLV Jeff Gordon Image

We will be forever grateful for the incredible, trustworthy, and dependable service we have received over the years from Hightower Las Vegas. As a non-profit, we invest funds that are very sacred as this is what enables us to continue to cover the over 40 programs and services to our children and families. From day one, Hightower had a reassuring confidence that they would take the utmost care of our funds, and they have. They sat down and put together a wonderful investment policy that fit our needs and goals and have stayed within that to perfection. They have increased our funds yearly – always with the goal in mind to protect and stay in accordance with the plan we agreed to. As a nonprofit, Hightower Las Vegas has been amazing, and we will be with them forever with great trust and confidence.



JEFF GORDON

President & CEO - Nevada Childhood Cancer Foundation

*Disclosure: Nevada Childhood Cancer Foundation (NCCF) is a current client of Hightower Las Vegas. Jeff Gordon serves as the President / CEO of NCCF.

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FAQ

We don’t have a fixed minimum investment level. That being said, our team puts a lot of work into creating customized wealth strategies for each of our clients. If asset levels are too low, our costs might not make sense for you. We typically work with clients with investable assets in excess of $1 million, but we also work with many younger investors with high incomes and aggressive savings goals.

Our cost is structured as a percentage of assets under management, charged in arrears on a quarterly basis. The cost schedule is variable based on the level of assets and the scope of our work. We believe in full transparency. As a result, you clearly see what we are being paid for the value we provide. We do not receive any hidden fees or other forms of compensation. Finally, there are no lock-ups or penalties if you decide to go in a different direction.

The account opening process is handled by our skilled client service team who does all the heavy lifting. Onboarding occurs after we’ve gone through the financial planning process, mutually determined that we are a fit, and have agreed on your wealth strategy.

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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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