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Individual Money Management Services
Horizon Investment Services offers various types of investment advisory strategies. We work with you to determine which strategy best meets your individual money management needs and investment goals. We do all the work on behalf of your portfolio — trading and facilitating custodial services (via Charles Schwab or TD Ameritrade — or other independent and unaffiliated broker dealers), daily monitoring of the stock market and its effect on your portfolio, and research — leaving you the time to do what you want to do.
Portfolio Strategies
- The Best Ideas Strategy3 is our most popular investment strategy. It is limited to the 30 to 40 stocks recommended in Upside1 and Dow Theory Forecasts1 that the Horizon Investment Services’ team believes have the best 12-month potential. This strategy represents what we believe are the “best of both” of these newsletters.
- The Upside Plus Strategy3 is geared toward individuals who want to invest a portion of their assets in a portfolio limited to small and midcap stocks. This Strategy is designed to provide a convenient way to invest in the stocks recommended in Upside, along with a few of our midcap favorites from Dow Theory Forecasts.
- The Core Opportunities Strategy3 is a diversified portfolio of 45 to 50 stocks designed to outperform the broad U.S. stock market without taking above-average risk. Investments will be made in small, mid-cap, and large stocks. This strategy is geared toward investors with a 12-month or longer time horizon, and seeking diversification across industry sectors.
- The Best Ideas Plus Income Strategy3 is for investors who may require a balance between cash flow and growth in their investment assets. The stock portion of the portfolio seeks to mimic the stock-picking approach and discipline of the Best Ideas Strategy, while fixed-income investment is designed to provide necessary cash flow requirements.
- The Balanced Portfolio Strategy3 aims to achieve the proper mix of growth, income, and risk for investors who want a more conservative management approach that includes stocks, bonds, and cash.
- The Dividends Plus Strategy3 is a structured approach to investing in dividend-paying stocks. Stocks with above-average yields are filtered through our Quadrix®2 system to create a 50-stock portfolio with the potential for dividend yield plus outstanding growth. New accounts may be opened only one week each quarter.
Minimum Initial Investment: $300,000
Annual Fee: 1.25% of assets
1Upside and Dow Theory Forecasts are published by Horizon Publishing Company, LLC, an affiliate company of Horizon Investment Services.
2The Quadrix® stock-rating system is a product wholly-owned by Horizon Publishing Company, Horizon Investment Services' sister company. Horizon Investment Services has contracted with Horizon Publishing Company to use the Quadrix stock-rating system for its stock-screening processes.
3View disclosures.
IYDWH10-D9 - 4/27/09