We provide each client with the opportunity to offer wealth management services to its executives and other high net worth employees through our relationship with HighTower Advisors, LLC. This service is voluntary for each client and for its employees. We will work with you to set up education sessions with HighTower Advisors, so they can introduce their services to your eligible employees. At no time will HighTower Advisors solicit your employees directly. Any employee who wishes to become a client of HighTower Advisors will do so directly with the firm, subject to approval of HighTower Advisors.
The wealth management and financial planning services are provided solely by HighTower Advisors and not by Computershare Trust Company, N.A. or any of its affiliates (“CTCNA”). Any deposits or investments made by employees through HighTower Advisors are not deposits with or obligations of CTCNA, are not guaranteed by CTCNA and are not FDIC insured. Products and services offered by HighTower Advisors are subject to investment risks, including possible loss of principal amount invested. CTCNA and HighTower Advisors are separate and unaffiliated firms, and neither is responsible for the products or services of the other. CTCNA makes no recommendations regarding the advisability of any employee opening an account with HighTower Advisors or making any deposits or investments through HighTower Advisors.
CTCNA will receive a referral fee from HighTower Advisors. Our clients will not be charged any additional fees or expenses as a result of this referral arrangement.
