|
|
|
| |
| Additional information |
| |
| Horwitz & Associates, Inc. |
| |
| |
Mission statement:
At Horwitz & Associates, we are profoundly committed to our clients. We strive to thoroughly understand each client's personal, professional and financial situation. Then we invest only according to each client's needs and desires. |
|
 |
|
Overview:
Established in 1970, Horwitz & Associates possesses a conservative investment philosophy, a high sense of integrity which provides time-tested advice and strategy.
We follow on simple, guiding principles in helping our clients create a plan for financial security and success by properly investing according to each individual’s needs and desires.
We strive to thoroughly understand each client’s personal, professional and financial situation, by taking the time to work closely with the client’s accountants, lawyers, and other advisors, thus creating harmony.
We use our significant experience and knowledge to compose a custom financial plan for you; one that coordinates these complete parts harmoniously for optimum performance in the achievement of your individual goals.
Our staff reviews the features of each type of investment carefully with our clients, making sure that they achieve a strategic mix of risk and stability, in concert with their personal goals. This financial plan will be in harmony with your goals and desires, and will attempt to provide you with a comfortable lifestyle and secure financial future.
What We Offer
Investment Planning
Fixed & Variable Annuities - GIC & EIA's
Open-end & Closed-end Mutual Funds
Equity Research
Equity Trading/Individual Stocks
Exchange Traded Funds (ETF's)
Options
Unit Investment Trusts
Fee-Based Programs
The Helmsman Group**
Horwitz Advisors* (Professional Money Management)
Fund Portfolio Solutions (Mutual Fund Asset Allocation Program)
Outside Manager Program** (Professional Money Management)
Fixed Income
Bonds (Tax-Exempt, Escrowed & Pre-refunded, U.S. Treasuries, Zero Coupon, Corporate, Mortgage-Backed, High-Yield, Agencies, Convertible, Certificates of Deposit)
Preferred Stocks
Trust Preferred Securities
Planning Services
Charitable Gifting Strategies -Daf's, CLT's, CRT's
College Funding
Estate Planning
Executive Services (Stock Option Strategies)
Financial Planning
Retirement Planning
Retirement/Education Products
401(k) Plans, Roth 401(k) Plans
403(b) Plans
457 Plans
Defined Benefit Plans
IRAs (Roth, SEP, SIMPLE, Traditional)
Profit-sharing plans
ESOPs
529 Plans
Coverdell Education Savings Account
Rollovers
Risk Management
Disability Insurance
Life INsurance
Long-term Care Insurance
Buy/Sell Agreements
Cash Management & Lending Services
Access & Spectrum (Cash Management Account)
Insured Deposit Program
Securities-based Lending (Margin, Loan Advance)
Money Market Funds (Tax-Exempt, Taxable)
Investment Banking
Expertise in the following sectors:
Banks & Financial Institutions
Mergers, Acquisitions & Divestitures
Public & Private Capital Raising
Valuation, Opinion & Advisory Services |
|
|
|
History:
Founded - November 12, 1970
Investment Firm - Horwitz & Associates is small enough to provide personalized attention yet large enough to offer world-class resources. Since 1970
Renamed Registered Investment Advisor (RIA) Horwitz & Associates, Inc. to E.A. Horwitz, LLC Dec 2012 |
|
|
|
| Formerly known as:
Horwitz & Associates, Inc. |
|
|
|
|
|
|
|
 |
|
 |
|
|
