Horizons West Capital Partners, LLC
Horizons West Capital Partners, LLC (HWCP) is a boutique investment advisory and consulting firm providing the highest level of investor risk tolerance profiling, asset allocation modeling, and manager search/selection expertise to the growing community of independent financial advisors and wealth managers.
HWCP was established to serve in essence as an “Outsourced" Chief Investment Officer to those forward looking independent advisors perhaps unable or unwilling to dedicate the considerable time and resources required to develop such important and necessary investment related capabilities in-house. Client partners will be able to draw on the multi-decade experience level of HWCP’s Founder, who in the past has provided investment advisory services to a diverse collection of high profile and sophisticated investors, including Fortune 100 business executives, Hollywood entertainers, and many of the world’s greatest athletes.
HWCP’s consulting efforts are focused on providing best-in-class asset allocation modeling and manager search capabilities to the independent RIA channel at a fraction of the true “avoided cost” incurred if an advisor attempted to create an equivalent level of expertise internally, or sought to acquire it externally from the investment consultant industry as it exists today.
For advisors seeking a more low-cost total portfolio managed asset solution than perhaps found elsewhere, HWCP will offer a specialized form of multi-strategy Growth & Income based portfolio management on a highly discreet sub-advised basis. Drawing on expertise developed over the last two decades, HWCP will construct highly efficient “All-Weather” portfolios for its sub-advised relationships that seek to maximize risk adjusted total return through time while consistently exhibiting well below average levels of volatility.
HWCP aims to provide the financial advisor community with easy access to the same first-rate investment management solutions that are now typically made available only to the largest and most sophisticated of investors, but in this case offered in a far more cost-effective fashion.