The Management
- Advisor Crafted, Technology Enhanced
- Professional Management, Not Just an Algorithm
- Objective Investing – No Proprietary Funds or Kickbacks from Fund Companies or ETFs
- Putting the Client First and Holding Managers Accountable
The Investments
- Load Waived or No Load Funds and ETFs
- Active and Passive Investing
- Active Manager Oversight
- Low Fees
- Access to Funds with High Barrier to Entry
- No Trading Fees*
*Subject to holding period requirement
The Process
- Dynamic Asset Allocation: Not Set it and Forget It
- Regular Portfolio Rebalancing
- Diversified Investing
- Meetings with Fund Managers for Accountability
- Personalized Asset Allocations
- Ongoing Scrutiny of Fund Manager Selection
- Focused Investment Vehicle Selection Process
– eNVESTOLOGY
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eNVESTOLOGY® is managed by Horowitz & Company, Inc.
* Horowitz & Company, Inc. is registered as an investment advisor with the State of Florida and conducts business in other states where it is properly registered or is excluded from registration requirements. Registration does not imply any level of skill or training. (Additional Disclosures and Terms of Use)