Horizon Family Wealth, Inc.
Horizon Family Wealth, Inc. is a registered investment adviser headquartered in Chicago, Illinois. Founded in 2021 and owned by Joseph Blane Shea, the firm serves primarily high net worth individuals and provides personalized investment advisory and wealth management services. It employs a small team of about 2-3 people and focuses on creating bespoke financial and estate plans tailored to each client's unique needs.
Investment Strategy
Horizon Family Wealth, Inc. employs a personalized, goals-based investment strategy that centers on constructing diversified portfolios tailored to clients' risk tolerance, objectives, and financial plans. The firm emphasizes prudent risk management, asset allocation, and ongoing portfolio review. It integrates tax-efficient investing, legacy planning, and the use of insurance and annuities where appropriate to protect client wealth, minimize market volatility, and support long-term growth. The advisory process includes collaboration with tax and legal professionals to ensure comprehensive wealth preservation and transfer for future generations.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GSLC | GOLDMAN SACHS ETF TR | 10.68% | $17.5M | 144,295 | $92.95 | $121.38 | -$5.8M |
G GSIE | GOLDMAN SACHS ETF TR | 9.91% | $16.2M | 409,575 | $33.86 | $39.66 | +$2.1M |
V VUG | VANGUARD INDEX FDS | 9.01% | $14.8M | 33,708 | $281.00 | $438.40 | +$2.5M |
B BILS | SPDR SERIES TRUST | 7.38% | $12.1M | 121,631 | $99.26 | $99.43 | +$484.6K |
I IVW | ISHARES TR | 6.79% | $11.1M | 101,059 | $73.88 | $110.10 | +$2.0M |