BLUE HORIZON INVESTMENTS LLC

Overview

Blue Horizon Investments LLC is a small, privately owned limited liability company that provides financial planning and portfolio management services to individuals and small businesses. The firm’s stated advisory activities focus on financial planning and discretionary or non-discretionary portfolio management for retail clients and small business owners. Its fee menu includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, which suggests a mix of investment management and project-based planning work. The firm reports affiliations with an accountant and an insurance company, indicating it may coordinate tax, estate or insurance planning as part of client engagements. Blue Horizon is not identified as an active ESG investor, not registered as a multi-state adviser, and is not classified as a capital allocator.

Assets & Accounts

Location & Offices