Buckhorn Investment Advisors LLC

We believe Wall Street is more focused on products and scale, which leads to under-serving the needs of investors. We strive to differentiate ourselves by providing customized solutions along with high touch personal relationships. Buckhorn Investment Advisors was created in 2017 based on the principles and investment process utilized by Julian's mentor. Julian's mentor founded and ran his firm for well over 20 years. Buckhorn saw the need for an investment advisor with transparent fees, a mantra of doing their best to leave a client or prospect in a better place than before they met them, and a clients interest first mentality. Investment Management We customize our investment strategies to be consistent with our client's goals, objectives, risk tolerance, and constraints. We differentiate ourselves by utilizing individual stocks (Equity) and Individual Bonds (Fixed Income) in the construction of our portfolios. Through changing markets, we seek to increase portfolio value over time, without enduring unnecessary risk. While no one can predict market fluctuations, customized strategies can help manage risk. We recognize the importance of establishing your portfolio, using a disciplined risk-management approach that addresses your appetite for market volatility. Wealth Planning Wealth planning encourages smart and informed financial decision making. We take a creative and comprehensive approach to planning focused on your distinct needs rather one-size fits all. Below is an example of some of the areas we might cover while working with you.

网站

https://www.buckhornadvisors.com/

Buckhorn Investment Advisors LLC的外部链接

所属行业

金融服务

规模

2-10 人

总部

Charlotte，North Carolina

类型

私人持股

创立

2017

领域

Investment Management、Wealth Planning、Financial Guidance、Financial Analysis、Individual Stocks和Asset Allocation