A complete list of active advisors currently associated with Horizon Investment Counsel LLC
Warmer can help you find a great advisor at Horizon Investment Counsel LLC or one who fits your needs even better.
Horizon Investment Counsel provides discretionary portfolio management through two equity-focused programs — Foundation Equity, which emphasizes large-company stocks, and Dividend Champions, which focuses on dividend-paying equities. The firm’s brochure lists a client base that ranges from moderate to high net worth individuals to a variety of institutional clients, including pension and profit-sharing plans, charitable institutions, foundations, endowments and other pooled vehicles. The firm’s investment approach centers on long-term ownership of high-quality companies bought at what the adviser believes are reasonable prices, with a sell discipline tied to price appreciation, price decline, earnings deterioration, or the availability of better opportunities. Accounts are invested primarily in common stocks but may include preferreds, traded REITs, MLPs, closed- and open-end funds and fixed income instruments, and are managed on a discretionary basis in clients’ brokerage accounts. Horizon operates under the legal name 1 Georgia Group LLC while conducting advisory business as Horizon Investment Counsel, an organizational detail the brochure presents as an affiliation with other advisory activities—an arrangement that is uncommon for independent single-advisor firms. The brochure also discloses that the firm’s principal conducts a licensed insurance agency and that Horizon generally does not enter block trades or vote proxies on behalf of clients, operational features prospective clients may wish to consider relative to peers.
To learn more about the advisors currently working at Horizon Investment Counsel 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 |
|---|---|---|
Marietta, GA
| 17
|
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