Computershare has launched referral arrangements with HighTower for wealth management services and TD Ameritrade, Inc., for brokerage services. These arrangements are an important part of Computershare's strategy to expand its offerings to its employee equity plans clients.
Starting July 2016, Computershare Limited's subsidiary, Computershare Trust Company, N.A., a federally chartered trust company, has entered into referral arrangements with HighTower Advisors, LLC for wealth management services and TD Ameritrade, Inc., for brokerage services. These arrangements are an important part of Computershare's strategy to expand its offerings to its employee equity plans clients.
"Our clients have expressed an interest in having both wealth management and brokerage services available for their executives and the wider group of employee plan participants," said Kevin Brennan, executive vice president of equity services business development & strategic client management at Computershare. "The arrangements we now have with HighTower Advisors and TD Ameritrade illustrate our commitment to meet the needs of our clients and their participants."
HighTower Advisors, LLC is a national advisor-owned financial services company serving high-net-worth individuals and institutional clients from its headquarters in Chicago. Their advisors are experienced investment professionals with large and established advisory practices. They offer wealth management and financial planning services, including wealth preservation strategies, portfolio design, tax strategies and retirement planning. The company offers educational services to help employees better understand and maximize the value of their stock grants and awards.
TD Ameritrade offers a full spectrum of investment solutions, plus numerous tools to help people manage their assets, including retirement calculators, educational videos and webcasts. TD Ameritrade provides investing and trading services for over six million client accounts that total more than $600 billion in assets and custodial services for more than 4,000 independent registered investment advisors.