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Horizons Sustainable Financial Services, Inc.
Santa Fe, New Mexico
Horizons Sustainable Financial Services, Inc. is a highly reputable investment advisory firm based in Santa Fe, NM. With over 260 individual clients and an impressive $111,161,000 in assets under management, the company has established itself as a trusted partner in the financial industry. Operating from four well-equipped offices, Horizons Sustainable Financial Services caters to a diverse client base, with approximately half of their assets under management derived from employer 401Ks or individuals.
The firm's extensive experience in managing employer 401Ks and individual assets sets them apart in the industry. They specialize...see more
Assets Under Mgmt
$111.16M
Investment Professionals
4
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Horizons Sustainable Financial Services, Inc.
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