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    Diversification

    Mar 09 2020
    Love1

    Politics, Pandemic, and Petroleum

    By Johann Klaassen Diversification, Due Diligence, Fiduciary, Investment Strategy, Leadership News
    Whenever markets move far enough & fast enough to draw the attention of the non-financial press, investment advisors start to get a few more phone calls than usual. The US markets (stocks and bonds both, unusually enough) have been acting very strange lately — these “up 3%, down 4%” swings…
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    Mar 09 2020
    Love0

    Four Dimensions of Fiduciary Investment Advice: 3. Diversification

    By Johann Klaassen Diversification, Fiduciary, Leadership News, What We Do
    In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
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    Financial Services
    505.982.9661
    877.321.3236
    535 Cerrillos Road, Suite A2
    Santa Fe, NM 87501
    Horizons Sustainable Financial Services, Inc., is a Registered Investment Advisor that is incorporated and registered in the State of New Mexico. In accordance with federal law, we may only conduct business in states where appropriately registered or exempted from registration. We currently serve clients in a number of states nationwide, and would be pleased to discuss whether it is permissible (given your state of residence or incorporation) for us to serve your financial needs.
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