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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.

Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.

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