How does the advisor help clients – Key Takeaways:
HORIZON CAPITAL MANAGEMENT, INC. provides expert financial advice and services to clients, helping them achieve their financial goals and secure their financial future. With years of experience and a team of highly qualified advisors, HORIZON CAPITAL MANAGEMENT, INC. has established itself as a trusted and reliable financial partner for individuals and businesses alike.
HORIZON CAPITAL MANAGEMENT, INC. offers a wide range of financial services, tailored to meet the specific needs and goals of each client. From portfolio management to retirement planning, estate planning to tax advice, the advisors at HORIZON CAPITAL MANAGEMENT, INC. are equipped to handle a variety of financial matters with precision and expertise.
The team at HORIZON CAPITAL MANAGEMENT, INC. is committed to providing personalized and comprehensive financial solutions to their clients. They understand that each client has unique financial goals and concerns, and they work closely with them to develop a customized financial plan that addresses their individual needs. This personalized approach allows clients to have a better understanding of their finances and make informed decisions for a secure future.
Facts and Insights:
As a leading financial advisory firm, HORIZON CAPITAL MANAGEMENT, INC. has established a strong reputation for its expertise and client-centric approach. The following key facts and insights provide a closer look at the company’s performance and services:
HORIZON CAPITAL MANAGEMENT, INC. has been in business for over 20 years, serving a wide range of clients with their financial needs.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
HORIZON CAPITAL MANAGEMENT, INC. offers a comprehensive range of financial services to meet the diverse needs of their clients. Some of the services offered by the firm include:
- Portfolio Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Wealth Management
Client Types:
HORIZON CAPITAL MANAGEMENT, INC. caters to a wide range of clients, including individuals, families, and businesses. The company’s team of advisors has the expertise and experience to serve clients from different industries and backgrounds, making them a versatile and reliable financial partner for all clients.
Fees & Compensation:
HORIZON CAPITAL MANAGEMENT, INC. follows a transparent fee structure and is committed to providing value-driven services to its clients. The team works closely with clients to determine the most suitable fee structure based on their needs and goals. Some common fee structures include asset-based fees, hourly fees, and fixed fees.
Background:
HORIZON CAPITAL MANAGEMENT, INC. was founded over 20 years ago, with a vision to provide expert financial advice and services to clients for their long-term financial success. The company has grown and evolved over the years, but its commitment to its clients and its core values remains the same. Today, HORIZON CAPITAL MANAGEMENT, INC. is a well-recognized and trusted financial advisory firm, helping clients navigate the complex world of finance with confidence and clarity.
Financial Advisor Disclosures to Know:
HORIZON CAPITAL MANAGEMENT, INC. is a registered investment advisor, held to a fiduciary standard of care. This means that the advisors at HORIZON CAPITAL MANAGEMENT, INC. are required to act in the best interests of their clients and provide unbiased and objective financial advice. They have a legal and ethical obligation to always put their clients’ needs first and act with honesty and integrity in all their dealings.
As a fiduciary, HORIZON CAPITAL MANAGEMENT, INC. is also required to disclose any potential conflicts of interest to their clients. This ensures transparency and allows clients to make informed decisions about their finances.