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Ian H
Series 63, Series 65
Houston, TX
Hurwitz Associates, Inc.
Ian Hurwitz is the president of Hurwitz Associates, Inc. in Houston, TX, where he has worked since 2004. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. Hurwitz is also licensed in insurance and provides insurance services as needed. Hurwitz Associates, Inc. manages discretionary and non-discretionary portfolios primarily for individual and high-net-worth clients, focusing on asset allocation with a long-term, low-turnover approach. The firm emphasizes client participation in setting objectives and offers investment strategies based on Modern Portfolio Theory, incorporating individual securities, ETFs, and international market exposure.
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