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New Horizon Retirement Advisors
New Horizon Retirement Advisors is an SEC-registered investment adviser in Bloomfield Hills, MI. The firm manages approximately $10 million in regulatory...
New Horizon Retirement Advisors
New Horizon Retirement Advisors is an SEC-registered investment adviser in Bloomfield Hills, MI. The firm manages approximately $10 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
1999
Location
Region
North America
Country
United States
City
Bloomfield Hills
Corporate office
Colorado Springs, CO, United States
Principals
Rusty L. Smith
President
Sector focus
Frequently asked questions
Who runs investment decisions at New Horizon Retirement Advisors?
Rusty L. Smith, the firm's president, leads the investment committee and serves as the primary adviser. The firm relies on a centralized decision-making structure, with Smith maintaining direct oversight of model-portfolio construction and client allocation decisions. New Horizon is not structured with a multi-strategy or team-of-teams investment model.
Does the firm manage money for institutional clients or other family offices?
No. New Horizon Retirement Advisors serves individual retail households, with a practice concentrated on federal civilian employees, military personnel, and their families. There are no institutional separate accounts, pooled funds, or co-investment syndicates disclosed by the firm.
What is the firm's known posture on co-investments alongside external managers?
New Horizon does not operate as a direct investor or fund allocator. Client accounts are managed through portfolios of mutual funds and exchange-traded funds. Co-investment activity of the type associated with family offices or institutional platforms does not apply to this practice.
Does the firm maintain any related entities, trusts, or venture vehicles?
Public disclosures show no affiliated venture funds, trusts, real-estate arms, or philanthropic foundations. New Horizon operates as a single-entity registered investment adviser under its Colorado Springs filing address. There is no evidence of a multi-family office conversion, a spinout, or a second vertical.
Which regulatory body oversees New Horizon Retirement Advisors?
The firm is registered as an investment adviser with the U.S. Securities and Exchange Commission and files public disclosure documents through the SEC's Investment Adviser Public Disclosure (IAPD) system. Its CRD number and Form ADV filings are available via the SEC's records.
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