A complete list of active advisors currently associated with New Horizon Asset Management

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

New Horizon Asset Management is a small independent investment adviser that provides portfolio management, retirement planning, estate planning and insurance-related advice to individuals, pension and profit-sharing plans, charitable institutions, trusts, estates, corporations and other business entities. Its brochure discloses approximately $65 million managed on a discretionary basis and notes that advisory fees are charged as a percentage of assets and collected through the client’s custodian. The firm employs both long- and short-term security selection and uses charting, fundamental, technical and cyclical analysis when evaluating investments, covering equities, debt securities, certificates of deposit and mutual funds. It operates with discretionary trading authority through a custodian relationship, performs monthly reviews of accounts and delivers an annual written summary to clients. A distinctive feature is that the firm’s principal is also registered as an insurance agent in Arkansas, and the brochure includes insurance advice and standalone consultations alongside traditional investment management. As a solo adviser, the firm requires the use of Schwab Institutional with a limited power of attorney for fee collection and supplements internal oversight with an outside compliance consultant.

To learn more about the advisors currently working at New Horizon Asset Management, 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.