A complete list of active advisors currently associated with Horowitz & Company, Inc.

Warmer can help you find a great advisor at Horowitz & Company, Inc. or one who fits your needs even better.

Horowitz & Company provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and employer‑sponsored retirement plans, and also offers financial planning and pension consulting. The firm supplements its advisory work with select non‑investment services described in its brochure, such as tax preparation and a custom, access‑restricted website content service for a client. Investment advice is tailored to each client’s goals and risk tolerance and employs a mix of quantitative, fundamental, and technical analysis across strategies that range from diversified mutual‑fund/ETF allocations to an active, higher‑turnover growth strategy. The firm discloses that certain separately managed accounts — notably its aggressive growth strategy maintained at Interactive Brokers — may use margin and short positions, meaning borrowing can be employed in client accounts. Compared with many peers, the firm recently transitioned to federal (SEC) registration and has disclosed material updates about adopting direct‑indexing approaches and the use of artificial‑intelligence tools in its processes. The brochure also notes ancillary business activities — including a trading‑indicator subscription business and published/podcast content by the firm’s principals — and the provision of tax and website services, features that are less common for similarly sized independent advisers.

To learn more about the advisors currently working at Horowitz & Company, Inc., 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.