ATLANTA, Ga. (CitizenWire) — White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, is an SEC-registered investment advisor (RIA) as of March 9, 2010. White Horse Advisors joins a growing number of financial advisory representatives nationwide that are registering independently of broker-dealers.
“An independent RIA gives White Horse Advisors additional flexibility to utilize a variety of resources in order to provide innovative product offerings and services to our clients,” said Patrick Ungashick, president of White Horse Advisors. “Operating under our own Registered Investment Advisor represents an exciting new phase in the growth of the firm.”
About White Horse Advisors:
White Horse Advisors, LLC is a specialized, independently-owned company that provides fee-based financial and advisory services to the owners of closely-held businesses and retirement plan sponsors. Our professionals strive to deliver groundbreaking solutions, trustworthy financial advice and leading edge strategies in coordination with clients’ tax, legal and other advisors. As of May 1, 2010, White Horse works with more than 150 clients located in more than 15 different states, and advises on more than $800 million of client assets.
For more information, visit: http://www.whitehorseadvisors.com/ .