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The TDI Managed Growth Strategy combines decades of experience with state of the art technology to provide our clients with an investment experience while being able to see the inner workings of the process.

One of the key components is that this strategy provides transparency. Our clients are able to see all the trades that are being made and observe exactly how the process works.

This is because our clients are given 24/7 access through cutting-edge technology to allow for continuous monitoring of the process. This is also accomplished with a private, client-only blog in which we discuss the rational behind trades we enter (and those we don’t) as we  work hard to explain our reasoning and rationale.

Investors in the TDI Managed Growth Strategy are able to post comments and ask questions about each article we post in order to obtain a better grasp on the trading process and overall strategy.

We have also done what most advisors would not even dare to… Work with IRAs to provide a portfolio experience with both long and short investments positions.

For more information and to take our free virtual tour, please register now – no strings attached.

Frequently Asked Questions



Please do not hesitate to contact us if your question is not listed below.

(Click on the heading to expand each FAQ)

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    How many investors does Horowitz & Company manage accounts for and will the TDIMG Strategy close to new investors at any point?

    As of December 2011, Horowitz & Company manages accounts for over 250+ investors/clients. The TDIMG Strategy may close to new investors some time in the future, but the exact date has yet to be determined.

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    Does the Strategy use margin for IRA accounts?

    For IRAs we do not use traditional margin or individual short positions. Through Interactive Brokers are able to use covered options and other hedging strategies through "IRA Margin."

    Investments through IRAs should in no way create a conflict with the IRA status or tax requirements.

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    Are there any restrictions on depositing or withdrawing funds from my account?

    Remember, all accounts are held by you, directly at Interactive Brokers or Schwab Institutional. You can deposit or withdraw funds as needed, however this account should not intended to be used as a checking account.

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    Are these investment strategies a mutual fund or hedge fund?

    No. The TDIMG Strategy and the Global Allocation Strategies are individually managed account programs. Your investments and assets are not commingled with other clients. Each account is owned directly by you the client. Horowitz & Company has limited discretion on the account for trading/investing.

    Accounts are held at Interactive Brokers and Schwab Institutional and detailed information is accessible through their websites. Interactive Brokers and Schwab Institutional will provide all statements and confirmations of transactions directly to clients.

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    Will Andrew be trading my account or will he giving me recommendations on what to trade?

    Andrew/Horowitz & Company does all of the trading directly through your account on a limited discretionary basis. All transactions are approved/directed by Andrew.

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    What is the minimum investment and can it be spread over multiple accounts?

    The minimum investment is $50,000 for each account opened for the TDIMG Strategy. Other strategies managed by Horowitz & Company have a suggested $500,000 minimum per relationship.

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    How long has the TDI Managed Growth Strategy be active?

    The TDI Strategy has been active since July 1, 2008. Horowitz & Company has been managing money since the 1980s.

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    Is performance available for me to review?

    Performance is available to clients of the strategy. More information and clarification can be obtained by contacting us.

    email: info@horowitzco.com

    phone: 954-349-0800

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    Is performance of other portfolios you manage available for me to review?

    No. All of our other portfolio strategies are customized for each client and are not available for review. These are the Global Allocation Strategies and generally have a $500,000 minimum initial investment. For more information, please contact us.

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    Who manages the Strategy portfolio on a day to day basis?

    Andrew manages the strategy with the help of supporting individuals that provide administration and research.

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    Will I be able to speak with Andrew directly?

    Of course! As a policy, all new investors will have a one-on-one conference call with Andrew to determine suitability and discuss risk and other factors related to the TDIMG and Global Allocation strategies. Andrew is also available to answer any questions you may have related to any of the strategies.

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    How long has Horowitz & Company been managing money?

    We have been managing money since the late 1980s.

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    Can I set up a direct deposit into my Interactive Brokers or Schwab account?

    Interactive Brokers and Schwab accept wired funds.

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    Will my portfolio immediately match all of the other portfolios in the TDIMG or Global Allocation Strategies?

    It might or it might not. Andrew will only invest your account in the current positions if it makes sense at the time of investment. Eventually though, your portfolio will match the model that we have for the strategy. The timing will depend on many factors. In addition, note that IRAs are not able to "short" individual positions.

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    Can I use my account at another broker (Schwab, Fidelity, TD Ameritrade, etc.) to invest in the TDIMG Strategy? What about the Global Allocation strategy?

    No. At this time, The TDIMG Strategy is managed exclusively through your account held at Interactive Brokers. The Global Allocation Strategy is managed through your account(s) at Schwab Institutional.