We Help Business Owners and Other Investors Better Manage Their Personal Wealth
White Horse Advisors (WHA) Asset Management helps business owners and other investors better manage their personal wealth by making sound business decisions addressing risks, to ultimately help them achieve their investment goals.
We bring the investment experience, resources, and processes that we use with our institutional clients to our individual investment clients. This allows us to offer cost-effective and prudently managed portfolios to help clients achieve their long-term investment objectives.
Although our financial advisors are based in Atlanta, we provide wealth management services and financial planning throughout the United States. Convenient access to the Atlanta Hartsfield-Jackson airport makes it easy for us to visit our clients.
Wealth Management for Business Owners
White Horse Advisors Asset Management has a great deal of experience helping business owners with their personal wealth management needs.
White Horse Advisors Asset Management Process
The WHA Asset Management process features an investment discipline focused around achieving long-term results, adhering to an active portfolio management process, and producing comprehensive account summaries and deliverables.
To help our clients meet their investment goals, our process focuses on three major components of investment planning:
Deliberate Asset Allocation
Perhaps the most important decision an investor can make is how he or she should prudently and effectively spread their investment dollars over a range of asset types such as stocks, bonds, real estate, and cash. We help clients make deliberate allocation decisions after carefully considering their risk tolerance, investment time horizon, income needs and other considerations. Making the right asset allocation decision for the right reasons is a critical component of sound investment planning.
There is no such thing as investing without risk. Addressing risk is an important part of our investment process. A key concept of risk efficiency is “upside capture/downside avoidance.” This means when markets are going upwards we want to capture much of that growth without unnecessary risk, and when investment markets are going down, we seek to avoid declines in a portfolio because of unnecessary risk. There are no guarantees of course. We are willing to give up some of the upside potential in an attempt to achieve less volatility and declines.
Monitoring & Rebalancing
Investment planning and advice is an ongoing process. An important part of our service is monitoring clients’ portfolios and staying on top of changing market conditions, client goals, tax considerations, and other factors. As life changes, we keep clients’ assets in alignment with their goals through periodic rebalancing. All of this helps to take the emotion out of a sound investment strategy.