The Horizon team members aren’t just accomplished. They’ve been helping navigate the complexities of the investing landscape for decades. They forged their legacy via the Dow Theory Forecasts – an investing newsletter published weekly since 1946.** Leveraging its proprietary Quadrix^® stock-rating system,** which analyzes nearly 3,200 stocks across 90 variables, Horizon seeks to find the most compelling companies… at the best times. The system uses data-driven insights to drive investment decisions. Horizon’s quant models help guide decisions on more than $71 billion in licensed and managed assets across opportunities in dividend stocks, new emerging markets, technology, and more.*

Founder Jeff Socha has built a reputation for providing advanced wealth strategies for “high producers” – high-earning professionals including entrepreneurs, business owners, doctors, and attorneys. Socha Capital Wealth Strategies aims to take a different approach: In addition to dynamic portfolio strategies, their team consists of experienced professionals who are well-versed in taxes, insurance, and more. By combining investment management, advanced tax planning, risk management, and cash flow planning, the team works to help you identify opportunities to free up cash and improve financial flexibility, invest it in tax-advantaged ways, limit your downside risk, and guide you toward crossing the “freedom threshold,” Socha’s term for your personalized level of financial security. With more than $1 billion in assets under advisement,* Socha Capital Wealth Strategies is a well-established name in private wealth management – providing a highly personalized level of client service.

For decades, Copper Beech Financial Group has partnered with high-net-worth and ultra-high-net-worth families, offering strategic solutions designed to support the management and preservation of generational wealth and family governance. Their attorney-led team focuses on tax mitigation, asset protection, estate planning and wealth transition, crafting personalized plans that align with each family’s goals. Serving as many of their client families’ legacy planning partners, Copper Beech integrates tax-aware strategies intended to safeguard wealth today and position it to grow for generations. Built around a collaborative approach and personalized service, they aim to provide the clarity and confidence families need to sustain their legacy.