A complete list of active advisors currently associated with East Horizon Investments

Warmer can help you find a great advisor at East Horizon Investments or one who fits your needs even better.

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.

To learn more about the advisors currently working at East Horizon Investments, 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.