White Horse Advisors Announces Asset Management Services

White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, announces the branding of their Investment Advisory services, WHA Asset Management. Through WHA Asset Management, White Horse will help consumers make sound decisions, reduce risk and achieve personal investment goals.

WHA Asset Management features investment discipline focused around long-term results, an active portfolio management process, and comprehensible account summaries and deliverables. White Horse leverages the investment experience, resources and processes gained through their work with institutional clients, primarily retirement plans, to deliver transparent, deliberate and cost effective portfolios to individuals and families. By understanding a client’s long-term financial goals, White Horse strives to invest assets in a risk efficient manner.

“What WHA Asset Management brings to the table for our clients is an opportunity to break free from the traditional mold of wealth management. By doing so, it allows us to fully encompass our clients’ entire financial situation when making investment decisions,” says Senior Investment Analyst, Charles Nix. “We take into account our clients’ entire balance sheet rather than simply focusing on the assets we are being asked to manage. We view our client relationships as financial partnerships in which we help construct and meet the financials goals of their future.”

About White Horse Advisors, LLC
White Horse Advisors, LLC is an independently-owned company that provides fee-based financial and advisory services to the owners of closely-held businesses, retirement plan sponsors and individual investors. White Horse’s mission is to enhance freedom for clients, employees and our community.