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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 100 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 focus is first to preserve your capital and then grow it over time. Using a prudent, disciplined investment style with a global perspective, we work to achieve consistently superior investment results. The guiding principles of our investment philosophy are:
- Asset allocation
- Diversification
- Long-term orientation
- Portfolios aligned with clients’ objectives
- Commitment to teamwork and resources
With these guiding principles as our foundation, we have developed a core equity investment management style focusing primarily on large capitalization growth stocks, along with a fixed income investment management style that stresses the use of high quality intermediate term securities. This approach is designed to consistently provide attractive total returns without taking unreasonable risks.
For more information, call the Tower Private Advisors at 260.427.7005.