NEW HORIZON ASSET MANAGEMENT

Overview

New Horizon Asset Management is an individually owned advisory firm that combines discretionary portfolio management for individuals and small businesses with insurance-brokerage capabilities. The firm operates as a capital allocator, favoring equity-dominant portfolios and using a percentage-of-AUM fee model. It also performs selection-of-other-advisers work, which indicates an active manager selection process when it allocates client capital to external managers or pooled products. Investment behavior is tilted toward exchange-traded securities, with equities forming the backbone of client portfolios. New Horizon is not positioned as an ESG investor and does not act as a multi-state adviser. The firm’s advisory scope is focused on private clients rather than institutional pension consulting or related-adviser structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices