“What you deserve from your personal money manager”

Contact Horizon Investment Services

To help us serve you better, please fill out our form below, or call (800) 711-7969.

Personal Information:

Name
Address
City, State, ZIP
Daytime Telephone
Evening Telephone
E-mail Address

When is a good time to reach you by phone? a.m. p.m.

Your Age Spouse's Age

Please Indicate the type(s) of account(s) you wish to open

Individual Joint Pension/Profit Sharing

Regular IRA/Rollover IRA Trust Roth IRA

What is your primary investment objective for this portfolio?

Income: primarily generating current income.
Income and Growth: providing current income with moderate growth.
Growth: emphasizing long-term growth of capital with little or no current income.
Capital Appreciation: seeking maximum long-term growth and willing to tolerate high volatility.

How will you fund your portfolio?

Cash
Stocks
Stocks & Bonds
Bonds
Mutual Funds/Annuities

How much would you put under HIS Management?

   $50,000-100,000
   $101,000-250,000
   $251,000-500,000
   $501,000-800,000
  $1,000,000+

What is the current value of your portfolio?

$250,000-500,000
$501,000-750,000
$751,000-1,000,000
$1,000,000 +

Do you currently have a money manager?

Yes
No

Why do you feel you need a money manager?

How did you hear about Horizon Investment Services?

Dow Theory Forecasts Web site
DRIP Investor Web site
Direct Mailing
Other

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