If you work with HORNE, you do so because you want more than a broker.  You want to delegate the supervision of your portfolio to a trusted professional who partners with individuals— individuals who value a relationship with their investment advisor.  Part of that relationship includes meeting periodically for review, rebalance and education.  

Clients range from affluent individuals and wealthy families to successful business owners.   Generally, client relationships begin with $1 million of investment assets. 

We provide valuable advice to our clients who may experience liquidity or lifestyle events such as:

• Sale of a business
• Sale of real estate
• Retirement
• Life insurance death benefit
• Inheritance
• Divorce
• Litigation damage awards

Disclosures and Privacy Policy