Working With Advisors
Horizons West Capital Partners, LLC was established in 2008 to provide best-in-class investment advisory expertise to the fast growing universe of Financial Advisors and Wealth Managers. Since its founding, HWCP has served a varied and diverse assortment of Advisors including a number of larger firms with an institutional investor focus as well as a number of relatively smaller RIA’s without the benefit of an extensive client roster and/or substantial asset base.
HWCP provides investment advisory expertise to Financial Advisors primarily in the following general areas:
1. ETF Analytics
2. Multi-Strategy Asset Allocation Modeling
3. Mutual Fund and Model Portfolio Investment Management
HWCP Advisor Consulting
HWCP’s asset allocation modeling and ETF Analytics intellectual property is delivered to clients in electronic Report format on a quarterly basis. All HWCP reports are delivered to clients via email link. Advisor clients of HWCP also have direct telephonic access to Mr. MacNamara to discuss market related issues of their choosing. Mr. MacNamara visits with clients in their respective home offices on at least an annual basis. These visits often allow for HWCP Advisor clients to enhance their own local marketing efforts by having Mr. MacNamara present to local/regional Centers Of Influence (COI) on any relevant topic; or, either in one-on-one or larger gatherings of clients, prospects, and business associates including large public seminars.
HWCP Investment Management
Financial Advisors are able to directly access the HWCP Model Portfolios and the Horizons West Multi-Strategy Hedged Income Fund through a number of Financial Advisor custodian platforms and third-party investment manager overlay programs. All interested Advisors are encouraged to contact their respective platform representatives to see if the HWCP Model Portfolios and the Horizons West Multi-Strategy Hedged Income Fund are currently available for direct investment.
FINANCIAL ADVISORS: Click links below to request the HWCP Investment portfolios be made available on your custodian platform (Please include name of platform).
HWCP Model Portfolio Platform Request
HWCP Mutual Fund Platform Request