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Investment Philosophy

At WealthTrust Advisors, we believe that managing risk is just as important as seeking return. As a result, we add value through our disciplined investment process, which looks for low cost and high quality investments to build diversified portfolios.

We strive to build portfolios that are customized to your goals and tolerance for risk. We use both technology and real-world experience to help determine optimal investment allocations through our committee process.

We adhere to principles in modern portfolio theory and advocate long-term investing.

Asset Allocation

- Macro Economic Analysis
- Strategic Asset Allocation
- Investment Type
- Security Selection

We Diversify Assets Across

- Large Cap Stocks
- International Stocks
- Small Cap Stocks
- Tax-Free Fixed Income
- Taxable Fixed Income
- Alternative Assets

Investment Types

- Exchange Traded Funds
- Institutional No-Load Funds
- Managed Bond Accounts
- Managed Stock Accounts

Learn More About WealthTrust Advisors

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Web Accessibility Policy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

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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