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Horicon Wealth Management
Guidance built for life - across every stage, beyond just retirement | Horicon Wealth Management is an independent, fee-only registered investment advisory...
Overview
Guidance built for life - across every stage, beyond just retirement | Horicon Wealth Management is an independent, fee-only registered investment advisory in the state of New Jersey.
General information
Firm type
Multi Family Office
Frequently asked questions
What investment philosophy does Horicon follow?
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.
Does Horicon offer financial planning alongside investment management?
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.
What types of assets does Horicon allocate to?
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.
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