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Portfolio Management

By leveraging a disciplined investment process, you receive transparency of information, seamless proactive service and the trust and accountability you need to pursue your financial objectives. Your Wealth Advisor works with the Investment Committee to manage your portfolio daily. While working with Horvath Planning & Wealth Management, your Wealth Advisor builds out your model and continually evaluates your portfolio in order to work towards your goals.


When the market fluctuates, it can feel like being on a neverending rollercoaster ride. Download our free ebook, "Don’t Panic,” to learn why market volatility isn’t as scary —or uncommon— as it seems.

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