Investment Advisory Account
The Horizon Bank Investment Advisory Account is ideal for you if you want to be able to take charge of your investments with the knowledge that you have experts at the ready with sensible advice. This investment account functions similarly to our Investment Management Account, but empowers you to make the final call on investments after receiving our Horizon Bank advisors’ expert recommendations.
Enjoy full control over your investment portfolio and investment decisions
Enjoy an initial consultation meeting where we determine an investment strategy tailored to your specific personal needs, goals and financial condition
At-minimum annual meetings designed to review the performance of your current investment portfolio and discuss any changes you would like to make to your strategy based on new goals or conditions
Receive monthly investment portfolio updates through post or online account e-statements
Stop by your local Horizon Bank or call us toll-free on 888-873-2640 to see how an Investment Advisory Account can grow your wealth
Investment vehicles made available through Horizon Trust & Investment Management are: Not deposits or other obligations of, or guaranteed by Horizon Bank; Not insured by the FDIC; Subject to investment risks, including possible loss of principal.