NEWTOWN, Conn.--()--Horizons West Capital Partners, LLC, an investment advisory firm led by a market veteran with extensive experience managing money for billion dollar global financial institutions, Hollywood celebrities, and many of the world's greatest athletes, is now making its Multi-Strategy Hedged Income Model Portfolios available to Financial Advisors on major RIA custodial platforms through the Placemark UMA Marketplace® Platform.
“We welcome Horizon West Capital Partners to the UMA Marketplace® platform. We are excited to bring Horizon West Capital Partners onboard, particularly in view of the innovative suite of strategies they will offer to our active advisors across the RIA and broker dealer marketplace.”
“We are very excited to be joining forces with Placemark Investments to help make our proven income generating strategies directly available to a much wider audience of Financial Advisors. To us, it is the number one issue facing Advisors today, how to responsibly generate meaningful levels of current income for their clients in this extremely low interest rate environment.”
Placemark Investment’s Chairman and CEO, Lee Chertavian said, “We welcome Horizon West Capital Partners to the UMA Marketplace® platform. We are excited to bring Horizon West Capital Partners onboard, particularly in view of the innovative suite of strategies they will offer to our active advisors across the RIA and broker dealer marketplace.”
By leveraging the expertise developed over the last twenty-five years in the investment advisory business, the Founder of Horizons West Capital has established a series of investment strategies that seek to generate market leading levels of current income coupled with varying degrees of capital appreciation that are substantially above other assets of comparable risk.
The Model Portfolios now available to Advisors are the following:
The HWCP Multi-Strategy Hedged Income Portfolio – Conservative Model
The HWCP Multi-Strategy Hedged Income Portfolio – Balanced Model
The HWCP Multi-Strategy Hedged Income Portfolio – Growth & Income Model
These Model Portfolios are 100% ETF based, and are assembled utilizing the same underlying philosophy of multi-strategy portfolio construction, third party investment manager research, and highly evolved risk management that HWCP has successfully provided on a consulting basis to Advisors since 2008. The almost 5-year track record of these Models is available upon request.
“We are hearing from Advisors that they are drowning in the attempt to keep up with the tidal wave of new ETF launches, especially the dividend based ETFs. Far too many of these, in our opinion, are poorly constructed and harbor risks not very well understood by investors. We plan on providing Advisors with the means to generate significant income for their clients utilizing a thoroughly researched and time-tested approach.”
About Horizons West Capital Partners
Horizons West Capital Partners, LLC is a boutique investment advisory firm focused on serving the growing community of Registered Investment Advisors and Wealth Managers. These services primarily include multi-style asset allocation modeling and highly differentiated third-party investment manager research. It is also a leading proponent of the “All-Weather” style of multi-strategy income-based portfolio management. This conservative methodology of managing assets is driven by the flexible exposure through time to a diverse assortment of asset classes and investment styles while at all times protecting against excess volatility and loss.