HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.

Overview

Horizons Sustainable Financial Services, Inc. is an independent registered investment adviser that positions itself as a capital allocator for individuals and families, with an explicit sustainability/ESG orientation. The firm offers fee models that include percentage-of-AUM billing as well as hourly and fixed-fee arrangements, and provides comprehensive advisory services: financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of outside advisers. That combination signals a hybrid practice that manages discretionary portfolios while also coordinating third‑party managers when an account calls for specialty allocations. Investment preferences skew toward liquid public markets—equities in particular—combined with the ability to access and oversee external alternative managers. As an active ESG investor, the firm appears to incorporate sustainability criteria into public- and private-market allocations, using ETFs and listed equities for core exposure and supplementing those holdings with targeted allocations to private strategies and real assets where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices