From Seed Through Harvest… Cultivating Financial Success

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Our Corporate Philosophy


Our mission is to get to know you personally—your needs, your desires, and your plans for the future.  Since no two investors are alike—you need advice that is custom-tailored to your particular financial situation, not a one-size-fits-all approach.


Our style is to understand your hopes and dreams, then map out a financial and investment plan that will help you reach them. Are you dreaming of finally taking that big family vacation? Do you want to retire before 65 without the constant worry of having enough money?  Our team of dedicated professionals takes the time to really listen to you, to understand your personal goals and facilitate their actualization.


Our core investment disciplines seek out investments that can provide growth without regard to any specific market. Also known as “positive-alpha”, the intent is to create a portfolio diversified along sectors and industries in an effort to reduce risk without sacrificing return.


In a sense, we like to think that we can become your personal Chief Financial Officer, taking the time to work with you on all aspects of your finances. Once we have arrived at a clear picture of your goals, we can then creates a structured portfolio that we feel will help you best meet them. We then diligently monitor your portfolio on a regular basis, using the latest technology to watch market trends, industry news, and several other factors that affect investments. This ensures that your portfolio is being properly managed, staying on the course and plan we have created together.


Horowitz & Company does not work on a commission, nor do we “sell” proprietary products or sponsored mutual funds. Instead, we are primarily compensated on a fee basis, further ensuring that you are receiving directed, honest, and unbiased investment advice.