Our Mission

"At Horowitz & Company, we will help you through all stages of your financial plan. From life's early spring years of accumulation to the later harvesting years of retirement; we will be there to guide you throughout."

What We Do....

Horowitz & Company is an Investment Advisory firm specializing in Asset Allocation. We utilize Strategic and Tactical strategies to help reduce portfolio risk and at the same time attempting to maintain the overall return potential. We have also published many investment and financial related aricles . In addition, our soon to be released book; The Disciplined Investor is a must read for anyone looking to invest successfully. Want to know more about us? We have a great Financial and Investment Blog at www.thedisciplinedinvestor.com. Our Financial Blog is Seeking Alpha certified!

Why We Are Different....

We have unique disciplines in the investment area to help provide our clients with the diversification most appropriate for their risk level. Along with that, our proprietary mutual fund filtering and scoring system, helps to provide us with the appropriate recommendations for our client's portfolios.

In addition, our fundamental and quantitatively driven stock strategies have been put to the test through some rather rough times. We use various strategies to choose companies that we believe have the highest potential for growth given the current economic conditions.

And finally, our Tax Efficient Strategies have enabled our clients to achieve superior AFTER-TAX results within their portfolios. Remember: "In the end; It is not how much you make, but; rather, how much you keep"

We have been seen in almost every major local and national financial publication; an honor we are proud of.

Take some time to explore the site. With streaming investment news , stock and mutual fund analysis and ongoing commentaries, we hope to be a bookmark you will use!