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    Strategic Partners

    May 15 2020
    Love0

    Industry Consolidation and Our Independence

    By Johann Klaassen Leadership News, Resources, Strategic Partners, What We Do
    Over the last year or so, there have been a flurry of big transactions in the financial services world. It seems like every time we turn around, some big Wall Street firms are buying one another, investment banks are buying client service companies, massive brokerage firms are “merging”, and so…
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    Mar 27 2017
    Love0

    Perplexing Letters from First Affirmative

    By Johann Klaassen Leadership News, Strategic Partners
      Monday, March 27, 2017 — 6pm, Mountain Time —   Attention Clients: I just received a strange and confusing letter in the mail — and apparently at least some of you did, as well — from First Affirmative Financial Network (FAFN). We just wanted to reassure you that there…
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    May 02 2016
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    Green Data Centers

    By Johann Klaassen Leadership News, Strategic Partners
    There were a lot of decisions to make when we decided to take Horizons independent – what asset custodians to work with, which portfolio accounting systems to use, that sort of thing. One question we hadn’t thought to ask was how to make sure that our emails, blog posts, and…
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    Horizons Sustainable
    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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