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The Power of Customization with Horizon Custom Portfolios


Horizon Custom Portfolios (HCP) connect the power of goals-based investing with custom solutions. Horizon brings active management to custom separately managed accounts by combining qualitative and quantitative processes built on academic research and in-depth industry experience. Horizon Custom Portfolios combine stock-specific tax loss harvesting with Active Replacement Alpha®, a propriety stock selection process, seeking to reduce an investor's tax burden and portfolio drift from the target equity portfolio.