What We Do and Why
East Horizon Investments is an experienced investment advisory firm that specializes in tailored wealth management services for select clients.
We work with individuals, families, and related organizations including trusts and foundations.
East Horizon endeavors to grow with our clients in achieving their financial goals. After decades of combined institutional and global investing, we believe our experience and passion are best channeled to empower individual clients to live their best lives with increased comfort and greater financial confidence.
Client-Centric
East Horizon provides client-centric financial analysis and planning. For investing, we work with clients to determine an appropriate investment portfolio including asset allocation and security selection among equities, fixed income, and alternative investments when suitable. We are equally comfortable working with fund structures (primarily mutual funds and ETFs) as well as individual securities.
As a registered investment advisor, it is our fiduciary requirement to put our clients’ interests ahead of our own. We are an independent fee-only advisor. Our income is only derived from our clients, not from any third parties; we do not use commission based products and have no financial incentives to sell or use any products.
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