HilltopSecurities HilltopSecurities
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What We Offer

A Platform Engineered for Independence

We continuously enhance our open-architecture model to support the evolving priorities of your advisory practice and diverse needs across your book of business.
Advisory Program
Our fee-based platform offers flexibility and choice – with competitive administrative pricing and zero ticket charges.1

Aviator: Fully Advisor-Traded*


  • Advisor-directed investment strategy
  • Advisor-managed and traded
  • Block-trade same positions across Aviator accounts

    • *Only IARs that have been approved to use the Aviator Discretion Program may establish new accounts in the Program.

Co-Pilot: Guided Trading


  • Advisor-created portfolio
  • Portfolio drift management and rebalancing tools
  • Rebalance across similar models

Compass: Model-Traded


  • Mutual fund wrap
  • Flexible fund choice
  • Automatic rebalancing

Endeavor: Small Account Solutions


  • Flexible, low-cost portfolio
  • Multi-manager strategies
  • ActivePassive management

Gateway: Risk-Focused


  • Third-party managed
  • ETF & MF strategies
  • Risk-based portfolios
  • Premier fund managers

Passport: Single-Strategy SMA


  • Third-party managed
  • Individual investment holding
  • Customizable positions
  • Single-sector focus

Pathways: Hybrid Models


  • Combination of Co-Pilot*, Endeavor, Gateway & Passport programs
  • Advisor-created model using multiple managers
  • Scalable with multiple accounts per model

    • *Discretion required

Aviator
Co-Pilot
Compass
Endeavor
Gateway
Passport
Pathways

Access to HilltopSecurities Product Suite

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Capital Markets

We clear through HilltopSecurities, a municipal investment bank and fixed income trading firm.

Explore Fixed Income

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Commodities

HilltopSecurities offers hedging advice and strategic execution to meet unique financial objectives.

Explore Commodities

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Insurance

HilltopSecurities’ insurance team provides advisors with annuity, long-term care, and life insurance from top carriers.

Explore Insurance

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Planning Services

HilltopSecurities’ planning team provides advisors with financial and retirement investment solutions.

Explore Planning

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Estate & Trusts

Empower clients to shape the future of their wealth by guiding them through strategic asset distribution planning.

Explore Estate Services

Tech to Elevate
Your Practice

We bundle technology, compliance, supervision, E&O, and marketing into one simple, transparent operating fee.



Integrated Platform
Integrated Platform
Our core technology suite streamlines the way you manage portfolios, enter trades, review performance, and access client documents. Operate from a single, efficient system built to support your entire book of business.
Precision Insights
Precision Insights
Leverage real‑time market intelligence, performance analytics, proposal modeling, and client‑specific insights powered by machine learning. Bring clarity and confidence to every stage of the advisory process.
Client Connection
Client Connection
Keep your clients engaged via intuitive digital workflows and interactive planning experiences. Enhance conversations using personalized communication, document access, and performance dashboards.

Here, your business comes first. You are not just another rep code.

Here, you matter.

Human Support.
No Robots.

You deserve a team who knows your name and cares about your business. When you need assistance, our dedicated advisor support specialists will work with you directly from our Dallas headquarters.

Ready for Takeoff?

Contact our team to explore if you're a good fit for our platform.

*Not FDIC Insured * No Bank or Federal Government Agency Guarantee * May Lose Value * Not A Deposit

Momentum Independent Network Inc. (MIN), member FINRA/SIPC/NFA, is a registered Broker-Dealer and Registered Investment Advisor serving independent registered representatives and their clients across the United States. Hilltop Securities Inc. (HTS), member NYSE/FINRA/SIPC/NFA, is a municipal advisor firm, registered Broker-Dealer and Registered Investment Advisor through which Momentum Independent Network Inc. clears its securities business.

MIN and HTS are wholly owned subsidiaries of Hilltop Holdings, Inc. (NYSE: HTH), and are located at 717 N. Harwood St., Suite 3400, Dallas, Texas 75201, (214) 859-1800, 833-4HILLTOP.

1Advisory Programs subject to program fees, terms and conditions.