Expert portfolio management

Money related emotional intelligence coaching

Proactive financial planning

Do you take Commissions?

Do you offer a free initial consultation?


Robert Horowitz, CFA

Rapport

A supportive environment allows you to feel comfortable revealing your financial situation, as well as other factors that strongly impact financial planning such as family dynamics, psychological and emotional issues.

Risk

What if things don’t work out in the stock market? How much risk are you willing to/should you take? Robert helps you work through risk concerns and develop a plan that makes sense to you.

Research

Robert knows what he’s talking about. His extensive education and financial experience informs his deep and rigorous scrutiny of investment products.

Relief

You know things are being taken care of and done right.