Investment Management

We use an array of investments to build a diversified and tailored portfolio that is designed to complement your unique circumstances, goals, and objectives. We utilize a disciplined due diligence process that helps us select and monitor our recommended investments. We review your portfolio on a regular basis and make changes as necessary to keep it diversified and properly positioned.

Our goal is to maximize your after-tax returns. In addition to our standard investment process, Horizon focuses on tax minimization strategies when constructing and managing your portfolio. We will also coordinate directly with your tax preparer to provide information for annual filings and quarterly estimated tax payments. We can also accommodate your unique tax situations, which may benefit from a tax-coordinated solution.

In order to provide safety and transparency, your portfolio will be held at either Charles Schwab or Fidelity Investments.

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