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Horizon Asset Management, LLC

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Horizon Asset Management, LLC

KEY Facts:

Key factors about our firm and process
Objective
We are independent of any product provider and have always operated as a fee only investment advisor. Our independence from product providers ensures that our advice is always guided by the best interests of our clients.

Process
For each client we create an investment plan to protect your wealth and meet your long-term goals.

Transparency
No investment process is complete without objectively monitoring results — and clear communications. We emphasize transparency so clients can understand the characteristics of each investment. We make ourselves accountable for regular, in person, performance reporting for each investment and the total portfolio.

Experience
The principals at Horizon Asset Management have over 25 years experience as registered investment advisors.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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