East Horizon Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
East Horizon Investments serves individuals and families — including high-net-worth clients — as well as smaller institutions such as nonprofit organizations, foundations, trusts and estates. The firm offers discretionary investment management and financial planning on a fee-only basis and manages roughly $63.5 million in client assets, while occasionally accepting subadvisory mandates from other investment advisers.
The investment approach emphasizes fundamental security analysis and an intrinsic-value framework combined with a diversified, asset-allocation-driven “Broad Portfolio Allocation” strategy across equities, fixed income and funds. Portfolios are managed with multi-year horizons as a long-only manager that may use active, passive or factor-based instruments and, for clients able to accept higher risk, may evaluate commodity and cryptocurrency ETFs as alternative exposures.
Distinctive features include the firm’s occasional subadvisory work for other advisers — a comparatively uncommon service among peers — and its willingness to assume fiduciary roles such as trustee responsibilities for certain client trusts. Senior personnel bring extended institutional research and portfolio-management backgrounds and maintain limited outside consulting and academic engagements, matters the firm discloses and manages through internal policies.
Client services
Expertise
Fee options
Possibility of negotiated flat fees for financial planning projects
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.90% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001+: 0.50% annually
$300-400 per hour for financial planning, investment advisory, and consulting services
Fee-only: Hourly fees typically $300-400 per hour for financial planning, advisory, and consulting services
Main office
One Broadway, 14th Floor
Cambridge MA 02142
Advisors at this office
2
Most active in
Florida · Massachusetts · Texas
Also doing business as
East Horizon Investments · East Horizon Investments LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Gita R
Series 65
Cambridge, MA
East Horizon Investments
Gita Rao is a financial advisor at East Horizon Investments with 11 years of industry experience. She holds the Series 65 designation and has worked at Plum Pointe Wealth Management and East Horizon Investments since 2016. In addition to her advisory role, she is a Senior Lecturer in Finance at the MIT Sloan School, where she has taught and provided academic advising since 2013. East Horizon Investments serves individuals, families, trusts, and smaller institutions, offering discretionary portfolio management alongside financial planning and consulting. The firm’s investment approach emphasizes fundamental security analysis and intrinsic value, focusing on long-term, long-only strategies without leverage or short positions.
Eric H
CFP®, CFA®
Cambridge, MA
East Horizon Investments
Eric Henderson is a CFP® and CFA® with 14 years of experience in financial advising. He is a principal at East Horizon Investments and has worked at Plum Pointe Wealth Management, Ltd. since 2018. Outside of his advisory work, he owns and operates a commercial real estate business through Banyan Land, LLC in Massachusetts. East Horizon Investments serves individuals, families, trusts, and smaller institutions such as non-profits, offering discretionary portfolio management along with financial planning and consulting. The firm emphasizes a fundamental, intrinsic-value investment approach with a long-term horizon and manages approximately $42 million for about 30 clients.
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