East Horizon Investments

East Horizon Investments serves individuals, couples, families (including high-net-worth clients), trusts and smaller institutions such as charitable foundations, providing discretionary investment management and financial planning. The firm is fee-only and typically charges percentage-of-assets fees for portfolio management while offering financial planning either as a complimentary service to managed accounts or on an hourly/negotiated basis for standalone engagements.

The firm’s investment process emphasizes fundamental analysis and an intrinsic-value orientation, using a diversified "Broad Portfolio Allocation" across equities, fixed income and pooled funds while employing security selection and mixes of active, passive or factor-based exposures. Portfolios are managed with a long-term, long-only posture under discretionary authority, with occasional use of quantitative or technical analysis primarily to assist trade timing and execution.

Notable differences from many peers include offering subadvisory services to other investment advisers and providing trustee services for several family trusts on an individual basis, both of which are less common among supported firms. The practice is a small, two-advisor firm managing roughly $63.5 million for about 35 clients, and its principals combine institutional investment experience with academic credentials (including CFA/CFP and a Ph.D.-level finance background); the firm also engages an independent annual surprise examination to verify custody arrangements.