Experience a Personal Approach to Financial Planning
There is nothing more personal or important than your financial well-being. That is why we deliver the hands-on guidance and professional expertise of the principal, Jerri Hewett
Our Investment Philosophy
Studies show that many individual investors are not successful over the long term because they react emotionally to global events or chase the latest trends.
At Wealth Horizon, we build globally diversified portfolios tailored for you. For the foundation of your portfolio we use low-cost core holdings based on Nobel Prize-winning research. We often pair these with satellite strategies. We believe these strategies may lower volatility and potentially protect your portfolio during market and economic downturns.
We believe each person has an individual risk number based upon a scale of 1 to 100 that can be quantified. Again, we use Nobel Prize-winning research to help you determine and test that number often. We then build a portfolio to match your risk number and not to match a single measure of the market.