Horicon Wealth Management

Horicon adopts an endowment-style investment approach, allocating across public equities, fixed income, and alternatives like private real estate and hedge funds. The firm favors direct equity holdings over mutual funds or ETFs to reduce costs and control tax implications. Rebalancing is performed regularly to maintain target allocations, with a focus on long-term compounding rather than short-term market timing.

Yes, Horicon provides comprehensive financial planning services as part of its wealth management offering. This includes retirement planning, tax optimization, estate planning, and risk management. The firm integrates these services with its investment strategy to create a holistic financial picture for each client.

Horicon's portfolio construction includes public equities, fixed income, and alternative assets such as private real estate and hedge funds. The firm emphasizes direct investments over pooled vehicles where feasible, aiming to minimize expense ratios and maintain control over tax timing. The exact allocation depends on individual client risk tolerance and goals.