Managing Investments
What you protect is just as important as what you make.
As an independent advisor, Horizon has access to a complete range of investment products to offer its clients, such as annuities, mutual funds, and individual stocks and bonds. However, not all investments are suitable for every client. The investments we recommend are based on what best suits the client’s needs and risk tolerance.
One way we manage investments for clients is through our portfolio management service. Under this arrangement, the client has the ability to hold nearly any type of asset (i.e. mutual funds, stocks, bonds, preferreds, CDs, etc.) within one brokerage account. In managing the client’s portfolio, the advisor has the flexibility to make changes in the portfolio as needed. Instead of paying commissions or sales charges on a transaction basis, the client pays a management fee to the advisor, which is determined as a percentage of the total assets under management.
For complete information, including our fee schedule and a copy of Trustmont’s Form ADV, call our office or e-mail us at info@horizonfinancialadvisors.com.