From Seed Through Harvest… Cultivating Financial Success

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When not writing for our blogs or recording podcasts, I spend most of the day’s hours as the president and founder of Horowitz & Company, an investment advisory firm that has been managing money for individual and corporate clients since the late 1980s.

Day by day, we use a comprehensive methodology for establishing results-oriented, individualized portfolios for clients. It could be said that we combine high-tech with hands-on expertise to create the kind of well-balanced portfolio needed in today’s complex financial world.

Our money management techniques make regular use of readily accessible tools to find and analyze positions for portfolios. The ultimate goal is to uncover potentially profitable investments through the process we call “QuantaFundaTechna.” Stocks, mutual funds, exchange-traded funds and options are all potential investments, selected using a top-down, then bottom-up, process. We start with Quantitative screens, work through the fundamentals of each position and then use technical analysis to provide insight into the direction a stock may be heading.

Recently, due to significant demand, we created the Disciplined Investor Managed Growth Strategy (TDIMG), which is available for investors who are looking for hedge-fund-style investing without a hedge fund — all within individual accounts.

Beyond my daily work as a professional money manager, I write The Disciplined Investor blog, and I’m the host of the popular Disciplined Investor Podcast, which is a Top iTunes business podcast and featured on several leading podcast directories.

The TDI  blog and podcast provide advice for investors of all levels, with the goal of helping individuals take control of their financial situations. In addition, I have provided research and articles to MSN Money’s Top Stocks blog among other financial sites.

I have also been featured and regularly quoted in the media, including by CNBC, Bloomberg, MarketWatch, The New York Times, Seeking Alpha, Financial Planning magazine, The Wall Street Journal, Barron’s, Reuters, Fox News, the South Florida Sun-Sentinel, The Miami Herald, the Chicago Tribune, the Financial Times and National Public Radio.

A final note…

Since my introduction to the financial markets in 1987, I haven’t always been successful in completely avoiding market curve balls. But each struggle has provided information that helped me refine my investment process and discipline.

What we have found from decades of experience with many different market conditions that the key to success within the world of investing is to have a plan and stick to it, but adjusting when needed to protect and profit. And most importantly: Taking emotion out of the process is at the center of every successful disciplined investor.