Horizon Capital Management, LLC, is a fee-only registered investment adviser headquartered in Lake Forest, Illinois, and one of the few firms nationwide that offers comprehensive wealth management services to high-net-worth families and individuals.
Our Clients are successful business owners, families and individuals. They have unique challenges such as highly variable income, highly variable liquidity, complex ownership structures and specific tax legislation and opportunities. We have the knowledge and experience to help.
We use a highly consultative process to define our Clients’ values, relationships and current financial situation, and to discover their goals based on what’s important to them.
We work with a network of experts in investment consulting and advanced financial planning to build a bridge from where our Clients are now to where they want to go. Our experts are leading specialists in investment management, tax mitigation, wealth transfer, wealth protection and charitable giving.
If this process would help you reach your goals, we invite you to start a conversation.
About David Pattie
J. David Pattie is the Founder and President of Horizon Capital Management, LLC.
David has more than 25 years of experience in finance. After receiving his MBA from the University of Michigan in Ann Arbor he spent six years in commercial banking at Continental Bank in Chicago.
In 1994, he followed his passion for the securities markets to trade options on the Chicago Board Options Exchange as an independent Market Maker. While trading his own capital, he co-founded a boutique firm which trained and capitalized other traders.
In 2005, he decided to put his deep understanding of the various risks in the financial markets to use for other high-end investors, and formed Horizon Capital Management (HCM).
The firm prospered, and in 2009, David left the Chicago Board Options Exchange to devote his full attention to HCM. With the help of CEG Worldwide, a top coaching and consulting firm for financial advisors, HCM has expanded and evolved into a comprehensive wealth management firm for a select group of high-net-worth clients.
David lives in Lake Forest, Illinois, with his wife, Jenn, and their two children.
About Stephanie Platt
Stephanie Platt has been in the Financial Services Industry for over 20 years. She holds a degree in Finance and Economics and was formerly Series 7, Series 66 and Life/Annuity licensed. Stephanie has worked in many different capacities in the financial services industry.
Stephanie more recently has been certified as a professional coach with the John Maxwell Team and lives with her husband and two children. Stephanie is a native of Twinsburg, Ohio, and she graduated from Kent State University with a degree in finance and economics. Her specific skill set in advisory operations, trading, client management and project management helps her provide the best customer service.