
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, capital market strategy (equity, fixed income, and alternative asset), and manager search capabilities to the growing community of independent financial advisors and wealth managers. HWCP also offers a unique and highly customized "Marketing Assistance" program to a select number of its financial advisor client partners that will allow them to more effectively market themselves to their respective clientele, prospects, and local centers of influence (COI).
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 and strategy services to a diverse collection of many of the world’s most high profile and sophisticated investors. Most importantly, all HWCP services are being offered at a considerable discount to the true “avoided cost” that an advisor entity would incur in the attempt to acquire or create an equivalent level of competence internally.
For those individual and mid-market institutional investors seeking a highly risk controlled and time-tested managed asset solution, HWCP will offer a specialized form of multi-strategy Growth & Income based portfolio management. All portfolios will be designed utilizing a "Core/Satellite" methodology in the attempt to generate market leading levels of “All Weather” risk adjusted total return through time while consistently exhibiting well below average levels of volatility. The preservation of capital will at all times be considered a primary objective of HWCP investment strategies.
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