Horowitz & Company Named Top Wealth Manager!

July 13, 2009

In difficult times, some of the best wealth management firms continue to grow their businesses.  Out of thousands of independent investment advisors, Horowitz & Company has been selected as among the best in the country by Wealth Manager Magazine for the fifth consecutive year.

“To receive this distinction once is enough, but five times is overwhelming” says Andrew Horowitz, President of Horowitz & Company.  “To be singled out as one of the only two firms selected from the over 250 financial planners in Broward County speaks to our commitment to our clients and our ability to adapt during such an unstable market.” Read more

Tim Sykes on Wallstrip

January 26, 2008

It seems it is the weekend of videos on TDI.

My good friend Tim Sykes was recently interviewed on Wallstrip. You are either going to love him or hate him I suppose. He has an irreverent style that has turned thousands of investors into fans of his website/blog. Tim is a teacher and an entertainer. His story is rather fascinating and his current non-stop sleep depriving obsession is to create greater transparency on Wall Street.

The basic tale-o-tim is that while studying Philosophy and Business at Tulane University, he managed to turn his $12,415 Bar Mitzvah Gift money into a fully audited pre-tax sum of $1.65 million. This was from 1999 to 2002 before founding his hedge fund, Cilantro Fund Management, LLC in 2003. He is was also one of the cast of traders on Wall Street Warriors and has been featured in dozens of financial rags.

In 2006, Timothy’s hedge fund was ranked the #1 Short-Bias Fund by Barclays for 2003-2006 and he was named to Trader Monthly’s 2006 ‘Top 30 under 30,’ a list recognizing the top 30 investment professionals under the age of 30.

Here is where the plot thickens; according to Tim, after suffering a roughly 35% loss over the course of two years, on October 1, 2007, he closed his hedge fund and started a publishing company, BullShip Press, LLC. All of this was in an effort to promote Freedom of Finance, the concept of a hedge fund manager’s right to discuss their business freely without risk of penalty or censorship. Then, on November 1, 2007, Tim unveiled TIM, or Transparent Investment Management, announcing he will go back to his $12,415 roots and repeat the feat of turning this sum into $1.65 million. This time around, his plan is to detail all his investments and his investment process on his blog, as he hopes to “become the first hedge fund manager to detail their strategies for all to see.”

Check out his Wallstrip interview and make sure to track his real-time trading account on Covestor. AND, if you are looking for a good read that will give you the details of Tim’s story, get a copy of his book, An American Hedge Fund. It is an entertaining and fast read.

Our One Week Employee – Introduction

November 6, 2007

We have a new employee – but, he’s only staying one week!

After graduating from college in 2005 with a Business degree, Sean Aiken made a promise to himself that he would not settle for a career that he was not truly passionate about. Not realizing what this type of career would look like, he started, www.OneWeekJob.com in order to gain a better understanding of where his passions lie and inspire others to go after their passions.

Basically, anybody anywhere in the world can offer him a One Week Job. He is doing 52 jobs in 52 weeks with all his wages donated to charity.Sean Aiken
Some of his previous One Week Jobs throughout North America have included: Advertising Executive, Dairy Farmer, Yoga Instructor, Florist, Job Recruiter, Veterinarian, Radio DJ…And now, in Week #33 of his journey, he is a Stock Trader/Investment Advisor with Horowitz & Company. This week he will be honing his skills in the areas of economic theory, basic finance and investment management by researching and trading stocks, bonds and mutual funds.

Graduating top of his class with a Business Administration degree, Aiken sees many signs that his generation is putting off the transition into adulthood – taking longer to finish university, get married, move out, start a family and to enter the work force. In a world where there are so many possibilities, the weight of all the possibilities can be overwhelming,” he says.

“Each day, we will be working on a different facet of this job.” said Horowitz, his 33rd employer. “The market’s daily gyrations movement and continual changes in the economy will help to make this a very interesting week,” Horowitz added.

All of the monies Sean receives will be donated to the Make Poverty History campaign and donations are highly appreciated. We will chronicle Sean’s experience daily via blog posts audio and video and have a call-in show later this week. Stay tuned.

The Disciplined Investor – In Stock and Shipping

September 19, 2007

It is finally here!

The book looks great and is now available at a few select bookstores (Amazon, Borders..) as well as THE DISCIPLINED INVESTORE. As this is a very exciting time, I hope that you will help to spread the word by letting your friends and colleagues know about it. I have been told that later this month it should become available in many fine bookstores (local and chains).

Follow Up: Amazon seems to have inventory issues and may show a 4-6 week delivery period. That is NOT correct. They receive shipments daily, so please disregard if you are considering purchasing through that outlet as the “glitch” will be corrected and books are actually shipping daily.

If you were waiting to get your copy (as many of you have expressed interest) – now is the time… Click on over to our new Online Store or the Amazon Link to get a peek. The book is also indexed and some of the pages are viewable online through Google Book Search.

The Disciplined Investor will help you:TDi Front Cover

YESEliminate emotion from your investment decisions.
YESMatch your investment strategy to your risk tolerance.
YESLearn why asset allocation is so important for a portfolio.
YESDiscover tools for monitoring your portfolio’s performance.
YESUnderstand sell stops, short-selling, diversification.
YES Learn about the insider tools professionals use everyday

Meet Andrew

August 14, 2007

A new section has been added to the site. As the book launch is getting closer and closer, there will be opportunities to attend workshops and conferences that Andrew is attending.

We will add to the page as new events are confirmed. The first added is the WealthEXPO in New York this October.


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