Horizon Wealth Group, LLC

Horizon Wealth Group provides portfolio management and related investment advisory services to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each relationship and delivering regular custodial reporting. The firm serves a small number of client accounts and offers the same suite of services to all clients, with the ability for clients to impose investment restrictions based on personal values.

The firm’s investment process combines fundamental analysis and modern portfolio theory and generally emphasizes equities while also employing long‑ and short‑term trading, options strategies and short sales when appropriate. Horizon documents client objectives and risk tolerances in the Investment Policy Statement and does not exercise discretionary trading authority over client accounts, conducting periodic reviews and providing monthly statements through the custodian.

Horizon is affiliated with an accounting practice: the firm’s principals are accountants and the brochure discloses they may offer accounting advice or products, a relationship the firm says could present conflicts of interest though clients are not required to use those accounting services. The firm also requires clients to use a specific custodian (Charles Schwab) and discloses potential soft‑dollar benefits, along with the use of more complex strategies (options and short sales) that are less typical for similarly sized supported advisers.