Investment Management

“A nickel ain’t worth a dime anymore.”
    -  Yogi Berra

Yogi Berra’s quote highlights the need for a disciplined approach to investing which could deliver better market returns in the long run and beat inflation. At Next Horizon Advisors, we believe in managing investment portfolios toward a set of goals identified by clients during initial onboarding meetings. We refer to this approach as goal-based investing which offers a powerful solution to help clients focus on what’s important rather than short term vagaries of the markets. By helping clients invest according to their specific needs, goals and time horizons in a way that encourages them to look past short-term market gyrations, we offer a personalized investment management program which improves odds for long term success.

Our investment management approach is integrated into our holistic financial planning process which begins with getting to know the client including current portfolio holdings, income tax profile and risk tolerance. Portfolios are constructed using a core/satellite approach and are managed and rebalanced periodically.

If you would like to have “second opinion” review of your current portfolio, please use the link below to get started.


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