Blue Horizon Investments LLC

Overview

Blue Horizon Investments LLC is structured as a limited liability company and appears to operate as a small independent advisory firm focused on retail clients. Its stated advisory activities are financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of fee types — percentage of assets under management, hourly fees, and fixed fees — which suggests flexibility in arranging engagements for different client needs. The firm is classified as unclassified in the source data, is not described as a capital allocator, and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. Industry affiliations listed include an accountant and an insurance company, which likely reflect referral or service relationships rather than in-house specialty teams.

Assets & Accounts

Location & Offices