Horizon Wealth Advisors

Overview

Horizon Wealth Advisors is an independent registered investment adviser that operates as a limited liability company and serves both individual and institutional clients. The firm offers financial planning and discretionary portfolio management across households, small businesses and institutions, and provides pension consulting services. Its fee mix includes percentage-of-AUM fees, fixed fees and commission-based arrangements. Investment activity is centered on public equities, with a stated preference for exchange-traded equities as the primary building block of client portfolios. That equity focus is paired with a multi-vehicle approach that includes mutual funds, corporate debt and annuities for liability management and income. Horizon supplements public-market exposures with allocations to external alternative managers across hedge funds, real estate, managed futures, commodities, private credit and oil & gas to broaden return sources and diversify risk. The firm is not flagged as an active ESG investor and is not a multi-state adviser. Most client assets are run on a discretionary basis, indicating the firm typically implements model or customized portfolios on behalf of its clients.

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Location & Offices