RiA Stands for You

Horizon Advisors is an RIA

RiA Stands For YouRegistered Investment Advisors (“RIAs”), like Horizon Advisors, belong to one of the fastest-growing segments of the financial services industry, yet many investors do not understand the unique benefits of working with an RIA. One of our custodians, Charles Schwab, has developed a campaign to help describe the benefits of working with an RIA. You may access the campaign website and some of its collateral materials below.

Discover the RIA Difference

Many independent RIAs, such as Houston-based Horizon, provide a uniquely different type of relationship. Our commitment to a client-focused approach to planning and investment management is further strengthened by our fiduciary orientation, putting the best interests of our clients at the forefront. If you would like to learn more about the RIA difference, we are happy to answer your questions.  For a free, confidential interview please contact us by email at info@horizon-advisors.com or call 713-748-7000.  We will be happy to help.

Five key benefits of independant RiAs (PDF)

The right investment advisor does what is right for you.

A different kind of relationship (PDF)

Independent registered investment advisors provide a variety of services to their clients.

How do I choose the right advisor? (PDF)

Important questions to ask before you hire an investment advisor.

Worth Magazine (PDF)

Is it time for a different kind of financial advisor?

The Wall Street Journal (PDF)

Thinking about hiring an RIA? Here are 10 things you should know.

“RIA” means we are registered with the U.S. Securities and Exchange Commission and, therefore, subject to the Investment Advisers Act of 1940 and have a fiduciary duty to act in the best interests of their clients. Registration does not mean a government agency approves an advisor or reviews their qualifications.

 

ask-question-button