A complete list of active advisors currently associated with New Horizon Retirement Advisors
Warmer can help you find a great advisor at New Horizon Retirement Advisors or one who fits your needs even better.
New Horizon Retirement Advisors provides ongoing portfolio management and retirement-focused advisory services to individual and high-net-worth clients. It prepares individualized Investment Policy Statements and offers both discretionary and non-discretionary management across roughly 50 client relationships representing about $10.3 million in assets. The firm combines fundamental analysis, modern portfolio theory and technical analysis to construct long-term portfolios that typically include mutual funds, equities, fixed income, ETFs (including precious-metal ETFs) and insurance products such as annuities. It documents clients’ risk tolerances and time horizons in IPSs, delivers monthly custodian reporting, and states fiduciary obligations when advising retirement accounts. A distinctive feature is the principal’s concurrent role as a licensed insurance agent and an affiliation with an insurance company, enabling the firm to recommend and facilitate annuities and other insurance offerings while disclosing the resulting potential commission conflicts. The firm also requires use of a single institutional custodian, does not aggregate block trades across clients, and conducts periodic due diligence on service providers that use artificial intelligence, practices that set it apart from many peers.
To learn more about the advisors currently working at New Horizon Retirement Advisors, 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 |
|---|---|---|
Bloomfield Hills, MI
| 5
| |
Bloomfield Hills, MI
| 4
|
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