Altium Recognized Amidst New Partnership with Hightower Advisors

Altium receives industry-wide recognition, highlighting its direct indexing platform and tax managed portfolio solutions, in light of a new and exciting partnership with Hightower Advisors.

Jim Dowling, partner at Altium, is quoted in the article, “Altium’s advisors work closely with clients to design a personalized trading strategy across all their assets, which is then closely managed by a portfolio-governance team. Every day, Altium’s automated system looks at a client’s entire portfolio (down to the tax lot) for tax-loss harvesting and rebalancing opportunities.”