EAST HORIZON INVESTMENTS

Overview

East Horizon Investments is an independent, owner-operated limited liability company that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm charges clients using a percentage-of-assets model and supplements that with hourly fees for certain services. East Horizon is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor or a multi-state adviser. Its advisory scope centers on personalized financial planning and discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives