Robert Horowitz Wealth Management

Overview

Robert Horowitz Wealth Management is an independent, single-office registered investment adviser operating as a limited liability company that focuses on individual and family clients and small-business advisory relationships. The firm provides financial planning and portfolio management and charges a mix of percentage-of-AUM, hourly and fixed fees. The firm is not positioned as a capital allocator or pension consultant, does not identify as an ESG specialist, and is not structured as a multi-state adviser. The firm’s investment approach centers on public funds and mutual funds for core exposure, while retaining the flexibility to use separate managed accounts for customization. It uses third‑party alternative managers to access hedge funds, real estate funds, commodity strategies and upstream energy investments when appropriate to client objectives and risk profiles. The principal, Robert Horowitz, appears to run a compact practice focused on personalized planning and discretionary portfolio management for a small client base.

Assets & Accounts

Investments & Alternatives

Location & Offices