Wealth Management
Comprehensive Wealth Management broadens and qualifies traditional Investment Advisory by adding two crucial elements, Advanced Planning and Relationship Management. Our formula for private Wealth Management is:
WM = IC + AP + RM
Wealth Management = Investment Consulting + Advanced Planning + Relationship Management
Investment Consulting (IC)
- Capital Preservation
- For a comprehensive explanation of Horizon Capital Management’s Investment Philosophy, please see our White Paper, “The Informed Investor”
Advanced Planning (AP) consists of four areas:
- Wealth Enhancement (tax mitigation)
- Wealth Transfer
- Wealth Protection (insurance and protection from non-market risk)
- Charitable Giving
Relationship Management (RM)
- Maintaining the Client relationship as the Client defines it
- Managing relationships with a network of experts in various fields
- Maintaining relationships with the Clients’ current professional advisors