Organized to Serve Your Financial Needs
The White Horse Advisors’ team of specialists is organized to serve the needs of retirement plan sponsors, business owners contemplating exit or business owners who have already exited and now face the challenge of managing their own assets. Our firm consists of three teams: CoVerity, serving the needs retirement plan committees; NAVIX, exit planning for business owners; and White Horse Asset Management, wealth management for business owners.
Wealth Management for Business Owners and Others
Whether you run your own business or have accumulated wealth as an employee, White Horse Advisors (WHA) Asset Management focuses on managing your personal wealth. What makes us attractive to you as investment advisors is that we also understand the demands and rewards of working with owners of closely held businesses.
Education is at the core of our client relationships.
Experience tells us that as investors become more knowledgeable they are more likely to choose the investment strategy that works best for them. As a fee-only financial advisor, our interests are aligned with our clients’ long-term personal wealth goals. Our clients also benefit from access to institutional-level assets and the opportunity to work directly with our investment decision-makers. We are less concerned about how much our clients have to invest today, and more concerned about our clients’ long-term financial freedom.
Professional Advice for Retirement Plan Committees
CoVerity was established to provide expert advice for retirement plan committees, improving their ability to make the best decisions for their plan participants. Our professionals understand that staying ahead of the regulatory curve and facilitating positive investment outcomes for participants is a huge responsibility. It’s no wonder that the U.S. Department of Labor recommends that plan sponsors consider working with a specialist.
WHITE HORSE ADVISORS IS AN INDEPENDENT ERISA 3(21) AND 3(38) FIDUCIARY
We work closely with plan sponsors to deliver industry “best practices”, advise prudent decisions, and systematize investment oversight and vendor management. The CoVerity Process includes an annual strategy meeting and four quarterly client meetings a year. This strategic process helps to ensure our clients uphold their fiduciary responsibilities and make sound financial decisions. Our overall goal is to provide retirement plan committees with the professional advice they need to safeguard and grow their employees’ retirement plans.
is enhancing the financial freedom for clients, employees and our community.
Navigating the Business Owner’s Exit
Through a program called NAVIX®, White Horse helps owners of small- to mid-market businesses plan for and achieve successful exits.