By providing professional and unbiased
investment advice, we have earned our clients' trust and
a reputation that reflects the high standards we
maintain for the people we serve.
We are dedicated to enhancing the quality of our
clients' lives as we oversee their wealth to help them
work towards their long-term goals and dreams. We aim to
provide superior service and guidance, and build
strong relationships as we help simplify our clients'
financials affairs allowing them to focus on those areas
that give their life meaning and purpose.
Our Investment Philosophy Working on a fee-basis allows me to:
- Customize an investment portfolio that is designed to
help you work towards your short and long-term investment
goals.
- Provide simplified performance reporting which makes
it easy for you to monitor your account.
- Support you with ongoing professional advice, timely
information about your account and updates on the
world's financial markets.
Manage your portfolio and make investment changes
(without commissions**) as your objectives or the
economic climate changes.
Our Service Commitment
Hornstein Investment Group, located in Woodland Hills, was
established to provide ongoing professional guidance to
investors while helping them meet their individual
investment objectives. I am able to do this by offering
truly objective financial advice on a fee-basis. This
method of compensation allows me to adjust your
investment portfolio without you having to pay
commissions,* to ensure that your return potential is
consistent with your risk tolerance.
*Fee-based advisory services are offered through LPL Financial
*12b-1 fees may apply.
*Nominal transaction charges may occur.
*Annual fees are based on a percentage of assets under management.
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