A complete list of active advisors currently associated with Horizon Capital Management, LLC

Warmer can help you find a great advisor at Horizon Capital Management, LLC or one who fits your needs even better.

Horizon Capital Management serves individual and high‑net‑worth clients and also provides services to pension and profit‑sharing plans, in addition to acting as a sub‑advisor for other investment professionals. The firm offers discretionary portfolio management and develops client‑specific Investment Plans that outline recommended model portfolios. The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified allocations primarily through mutual funds and ETFs, typically employing a buy‑and‑hold strategy tailored to each client’s risk tolerance and financial goals. Portfolios are implemented on a discretionary basis with periodic reviews (generally quarterly) and written Investment Plans for clients who began relationships after mid‑2009. Uncommonly for an independent adviser of this size, Horizon provides sub‑advisory asset management via platforms such as the Schwab Marketplace, generally retaining investment discretion for sub‑advised accounts while the primary adviser retains client contact. With about $136 million in assets under management across 38 client accounts, the firm’s mix of direct individual clients and institutional/sub‑advisory relationships results in a concentrated client base and reliance on custodial platforms for trading, reporting and practice‑management services.

To learn more about the advisors currently working at Horizon Capital Management, 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
James Pattie	Lake Forest, IL	21

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