A complete list of active advisors currently associated with Forward Horizon Investment

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

Forward Horizon Investment provides discretionary portfolio management to individual clients, including high-net-worth individuals, and prepares an investment policy statement for each client. The firm primarily recommends equities while also using fixed income, ETFs and Treasury inflation-protected securities, manages accounts on a discretionary basis, and serves a small client base with roughly $620,000 in discretionary assets under management. The firm combines charting, cyclical, fundamental and quantitative analysis and generally pursues a long-term trading approach, documenting risk tolerance and allocation in each client’s investment policy statement. Uncommonly for a solo independent adviser, Forward Horizon offers performance-based fee arrangements to qualified clients and discloses that such arrangements create incentives toward higher-risk investments, which it seeks to mitigate through allocation policies and best-execution practices. Compared with peers, Forward Horizon is notable for its use of performance fees—an uncommon billing method among independent advisers—and for the principal’s significant outside role at a seed‑stage venture capital firm focused on artificial intelligence, a time commitment the brochure discloses and says is managed through separation of duties and time‑management protocols. Operationally, the firm requires clients to use a specific custodian platform and may receive research or other soft‑dollar benefits from custodians, both of which are disclosed in its brochure.

To learn more about the advisors currently working at Forward Horizon Investment, 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.