HOROWITZ & COMPANY, INC.

Overview

Horowitz & Company, Inc. is an independent registered investment adviser that manages discretionary portfolios for a mix of individual, family and institutional clients. The firm combines financial planning with portfolio management and selection of other advisers, and it charges fees by percentage of AUM as well as hourly and fixed fees. Investment activity is tilted toward public pooled products—mutual funds and similar vehicles—while the firm also acts as a capital allocator into third‑party alternative managers across several sectors. Horowitz & Company, Inc. does not identify as an active ESG investor and operates with a single‑state registration profile. Portfolio construction centers on managed mutual fund allocations supplemented by targeted alternative exposures and insurance products. Service lines include traditional portfolio management for both individuals/small businesses and institutional clients, pension consulting, and adviser selection for outsourced strategies. The firm runs its discretionary program in a way that concentrates assets at a primary custodian and uses model and third‑party manager overlays when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices