Buckhorn Investment Advisors

Buckhorn Investment Advisors

Financial Services, Brixham Hl Ave, Charlotte, , 28277, North Carolina, 15720, United States, 1-10 Employees

buckhornadvisors.com

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Who is BUCKHORN INVESTMENT ADVISORS

We believe Wall Street is more focused on products and scale, which leads to under-serving the needs of investors. We strive to differentiate ourselves by providing customized solutions a...

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  • 15720 Brixham Hl Ave, Charlotte, North Carolina, 28277, United States Headquarters: 15720 Brixham Hl Ave, Charlotte, North Carolina, 28277, United States
  • 2017 Date Founded: 2017
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

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Buckhorn Investment Advisors Org Chart and Mapping

Employees

Julian Patton

Chief Investment Officer

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Frequently Asked Questions Regarding Buckhorn Investment Advisors

Answer: Buckhorn Investment Advisors's headquarters are located at Brixham Hl Ave, Charlotte, , 28277, North Carolina, 15720, United States

Answer: Buckhorn Investment Advisors's official website is https://buckhornadvisors.com

Answer: Buckhorn Investment Advisors's revenue is Under $1 Million

Answer: Buckhorn Investment Advisors has 1-10 employees

Answer: Buckhorn Investment Advisors is in Financial Services

Answer: Buckhorn Investment Advisors contact info: Phone number: Website: https://buckhornadvisors.com

Answer: We believe Wall Street is more focused on products and scale, which leads to under-serving the needs of investors. We strive to differentiate ourselves by providing customized solutions along with high touch personal relationships. Buckhorn Investment Advisors was created in 2017 based on the principles and investment process utilized by Julian's mentor. Julian's mentor founded and ran his firm for well over 20 years. Buckhorn saw the need for an investment advisor with transparent fees, a mantra of doing their best to leave a client or prospect in a better place than before they met them, and a clients interest first mentality. Investment Management We customize our investment strategies to be consistent with our client's goals, objectives, risk tolerance, and constraints. We differentiate ourselves by utilizing individual stocks (Equity) and Individual Bonds (Fixed Income) in the construction of our portfolios. Through changing markets, we seek to increase portfolio value over time, without enduring unnecessary risk. While no one can predict market fluctuations, customized strategies can help manage risk. We recognize the importance of establishing your portfolio, using a disciplined risk-management approach that addresses your appetite for market volatility. Wealth Planning Wealth planning encourages smart and informed financial decision making. We take a creative and comprehensive approach to planning focused on your distinct needs rather one-size fits all. Below is an example of some of the areas we might cover while working with you.

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