New Horizons Management & Financial Consulting, LLC provides a comprehensive range of investment advisory services.
1. Diversified Portfolio Design
We custom design a diversified portfolio for you that is based upon a numberof factors such as:
- Age
- Current Financial Situation
- Income- Investment Goals
- Risk Tolerance
- Tax Bracket
2. Portfolio Construction
We construct an individualized portfolio based on the preceding factors.
3. Asset Allocation
We recommend the proper mixture of securities based upon the client’sneeds and objectives. These may include (stocks, bonds, mutual funds,government securities, etc.).
4. Diversified Portfolio Implementation
We present the plan to the client along with our recommendations forimplementation. The client may then choose to implement the plan.
