From Seed Through Harvest… Cultivating Financial Success

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At Horowitz & Company, we will help you through all stages of your investment and financial plan.

From life’s early spring years of accumulation to the later harvesting years of retirement; we will be there to guide you throughout.

We have disciplines in the investment area to help provide our clients with the diversification most appropriate for their risk level.  In addition, our fundamental and quantitatively driven stock strategies have been put to the test through some rather rough times. We use various strategies to choose investments that we believe have the highest potential for growth given the current economic conditions. In addition to the TDI Managed Growth Strategy, our Global Allocations are designed for a broad based diversification on a worldwide basis.

Client’s Bill of Rights – What A Client Should Expect From Their Advisor

As an individual whose financial resources and goals are personally very significant,

I have legitimate concerns, expressed as the desire:

  • To employ the services of persons who have a special area of financial expertise or unique capability.
  • To deal with someone who listens to me and hears all of my needs and concerns, and who responds to me with notes or memos so I may confirm that my needs have been correctly understood.
  • To deal with someone who helps me prioritize my short-term and long-term goals and objectives, and helps to develop a plan so I can achieve them in the most efficient manner.
  • To work with someone who not only critically evaluates a variety of investment, risk management and estate planning options, but also recommends solutions to me with an eye towards appropriateness and suitability.
  • To expect performance. This means not only performance from my portfolio, but also performance in enhancing my overall financial well-being.
  • To deal with someone who instills in me the feeling that my money receives the same respect with which I would regard it.
  • To deal with someone who delivers information to me at a level which I can understand, both written and oral.
  • To expect that my financial advisor will remain current with those developments in law, taxation, economics and practice technology in order to serve my needs professionally.
  • To deal with someone who is oriented toward working with me (and with my family as appropriate) over the long term.
  • To deal with financial advisors who, by virtue of education, experience,technical competence and adherence to ethical business practices, are recognized as top professionals in the financial services field.