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Guided by a sound philosophy and our commitment to you.

When it’s time to invest your money, come to the professionals you can trust - the Tower Private Advisors team. You’ll find a sound investment philosophy, a commitment to doing things your way and a staff that has more than 250 years of trust and banking experience. Our areas of expertise include:

  • Traditional trusts, including revocable, irrevocable and charitable
  • Investment Management
  • IRA Administration
  • Estate Administration
  • Estate/Retirement Planning
  • Charitable Endowments and Foundations

Investment Philosophy

Our process begins with a thorough understanding of your situation and particular needs. With a focus on you, we develop an investment policy statement to help guide and clarify an appropriate asset allocation, return objectives, and risk tolerance, as well as identify liquidity requirements, time horizon, tax issues, and your other unique constraints.

We develop our investment strategy utilizing a top-down, globally-focused, team approach. One of our greatest advantages comes from our extensive list of top-ranked independent research and strategy services. With a focus on independent research we are not hindered by Wall Street’s mainstream view. We hold no allegiances to a specific investment style or capitalization focus, so we can simply adjust your portfolio based on what our research suggests will perform best. 

The guiding principles of our investment philosophy are:

  • Commitment to objective research
  • Emphasis on both fundamental and technical analysis
  • Disciplined buy and sell approach
  • Utilize tactical as well as strategic asset allocation

For more information, call the Tower Private Advisors at 260.427.7005.

Private Advisors Ad