|
Robert Horowitz, CFA
|
|
Expert Portfolio management
|
 |
Use of Institutional Funds with higher historical returns and lower risk than those available to the general public
|
|
Sophisticated implementation, monitoring and rebalancing to minimize taxes, manage risk and maximize returns
|
|
Expert portfolio design to provide you with high returns, appropriate risk and real peace of mind
|
|
|
|
Money Related Emotional Intelligence Coaching
|
|
Coaching to help you get the most happiness, fulfillment and peace of mind from your money
|
|
Coaching to help you make smarter, more satisfying and easier money decisions in all aspects of your life
|
|
|
|
Financial Planning
|
|
Specific cashflow and retirement advice
|
|
General tax, estate planning and insurance advice
|
|
Referrals to qualified professionals for specific tax, insurance and estate planning needs
|
|
Assistance in negotiating significant life changes such as retiring, starting a family or changing careers
|
|
Integration planning to coordinate all parts of your financial plan
|
|
