Broker Check

Investment Management

Contact Us

Wealth Managment Over the Long Term

At Horizon Wealth Management, we understand that our clients' dreams and goals for the future depend on successful investing today. Our personalized investment management approach takes into account your tolerance for risk, what you want to achieve, and how long you have to achieve it. Through our investment management services, we help you assemble a portfolio with the right mix of investments aimed to grow and manage your wealth successfully.

Our Investment Strategy

Our rules-based investment approach is a core part of our firm’s fiduciary commitment to delivering the highest possible levels of expertise, prudence, and trust.

Research-Driven Investment Leadership

Our Investment Committee
meets regularly to review and discuss our extensive investment research, which includes fundamental and technical analysis, as well as behavioral considerations.

Sophisticated Individual Investment Analysis

Our Committee determines the firm’s investment direction. Then our proprietary scoring system identifies and monitors specific investments in any given asset class.

Disciplined Investment Management

Different situations call for different strategies. We use both active and passive management styles and build portfolios with a combination of strategic and tactical holdings.

To learn more about how Horizon can help you manage your assets in a way that enables you to pursue your goals with greater confidence, contact us today.

Have a Question?

Thank you!