Wealth Management
Comprehensive Wealth Management broadens and qualifies traditional Investment Advisory by adding two crucial elements, advanced planning and relationship management. Our formula for private Wealth Management is:
WM = IC + AP + RM
Investment Consulting (IC)
- Capital Preservation
- For a comprehensive explanation of Horizon’s Investment Philosophy, please click here for a copy of our White Paper, “The Informed Investor”
Advanced Planning (AP) consists of four areas:
- Wealth Enhancement (tax mitigation)
- Wealth Transfer
- Wealth Protection (insurance and protection from non-market risk)
- Charitable Giving
Relationship Management (RM)
- Maintaining the Client relationship as the Client defines it
- Managing relationships with a network of experts in various fields
- Maintaining relationships with the Clients’ current professional advisors
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