A complete list of active advisors currently associated with Blue Horizon Investments LLC
Warmer can help you find a great advisor at Blue Horizon Investments LLC or one who fits your needs even better.
Blue Horizon Investments LLC is a registered investment adviser that offers discretionary investment management, retirement-account advice, and financial planning to individuals, high‑net‑worth clients, trusts, estates and businesses. The firm constructs portfolios using ETFs and low‑cost mutual funds and may include individual stocks and bonds as appropriate, while providing ongoing monitoring and client communication. The firm combines fundamental and technical analysis and generally pursues a long‑term oriented strategy while permitting shorter‑term trades for rebalancing or cash needs. It also provides financial planning and consulting and, unusually for managers in its category, offers planning engagements on an hourly or fixed‑fee basis in addition to asset‑based advisory services. Blue Horizon’s ownership is closely affiliated with a tax and accounting practice and related payroll and insurance businesses, and it operates an affiliated insurance agency that can earn commission income from insurance implementations—relationships that may lead to cross‑referrals and represent potential conflicts of interest. The firm is newly formed with no reported assets under management at the time of filing and participates on an institutional custody platform, suggesting it is building its advisory business alongside its accounting and payroll affiliates.
To learn more about the advisors currently working at Blue Horizon Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Amarillo, TX
| 5
|
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