To institutional and private clients seeking value-added services in brokerage, asset management, research, and capital market transactions, we offer a broad range of financial services.
People
To create and put into place efficient, goal-focused, non-conflicted solutions for our clients, our team of financial experts works closely with an executive team made up of seasoned Wall Street professionals.
Background
We are dedicated to offering active portfolio managers and private clients comprehensive, high-quality investment solutions. High Step Consultants provides services to tens of thousands of different clients worldwide. Our success then and still has been greatly influenced by our client-first mentality.
Capabilities
High Step Consultants offers private and institutional investors a full range of brokerage services, including non-conflicted trading and execution. As an asset manager, we have a qualified financial planning department, an insurance department, a retirement specialist, and a managed asset team. Our Private Client Service team helps clients capitalize on alternative investment opportunities by focusing on risk management, global diversification, and bespoke portfolio modeling. Companies and institutions can attract a broader range of investors thanks to our investment banking experience and capital market operations.
High Step Consultants’ distinct business approach is centered on long-term client relationships.
We are committed to a different way of doing business and an unwavering focus on long-term customer relationships. We provide a customized experience to serve the interests of our clients according to their specific needs and goals. Our mission is to provide a solid investment strategy by adopting an objective practice where we learn and understand our clients' financial obligations, circumstances, needs and goals in order to find the best solutions to help them achieve their investment goals.
Our commitment does not end with the financial investment. Our financial professionals are dedicated to tracking the success of each portfolio and ensuring clients understand how they are progressing towards their goals. We work hard to ensure our customers receive a quality service that meets their changing requirements, providing attentive care and a reliable approach. We do not provide an investment service, offering our clients a complete solution as a financial service provider. High Step Consultants wants to be the kind of organization where the CEO knows your name, the receptionist recognizes your voice and you feel like you've found a partner.