
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 number of 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's needs 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 for implementation. The client may then choose to implement the plan. |