1932 Investment Management

Fee-Only (% of Portfolio)

1932 Investment Management is a registered investment advisor based in Newark, New Jersey, operating as a wholly owned subsidiary of Horizon Diversified Holdings, Inc. The firm provides discretionary asset management services tailored specifically to its parent entity, affiliates, and selected joint ventures, primarily serving institutional clients such as insurance companies, corporations, pension and profit-sharing plans, and charitable organizations rather than individual retail investors. The firm's investment approach utilizes strategic asset allocation, fundamental, technical, quantitative, and cyclical analysis to manage portfolios containing domestic and global fixed income, equities, derivatives, and alternative assets like private equity and hedge funds. 1932 focuses on achieving long-term risk-adjusted returns and stable income while considering individual client goals, time horizons, and risk tolerance. The firm also utilizes third-party managers for portions of portfolios when appropriate. 1932 charges an annual fee based on assets under management, structured as a tiered breakpoint schedule, and maintains a strict policy of not voting proxies directly for clients.

Assets Under Management$4.6B
Clients5
Advisors3
Avg. per Client$920M
Avg. per Advisor$1.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range from 0.75% to 1.00% depending on the level of assets. Fees are negotiable on an individual basis.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm

1932 Investment Management - Fees, AUM & Advisors | TrueAdvisor