HORIZON ADVISORS, LLC

Overview

Horizon Advisors, LLC is a small, independent registered investment adviser organized as an LLC and operated by an individual owner. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. Its advisory practice is fee-based with a mix of percentage-of-AUM, hourly and fixed-fee engagements, which supports both ongoing portfolio management relationships and one-off planning projects. Investment activity centers on traditional, long-only public fund strategies. The firm reports no active ESG investing program and is not positioned as a capital allocator. Portfolios are managed on a discretionary basis across client accounts, with the adviser favoring diversified mutual fund and pooled public-fund vehicles as the primary building blocks of clients’ asset allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices