The Atlanta-based firm is an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors.
“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 in making the announcement. “Operating under our own Registered Investment Advisor represents an exciting new phase in the growth of the firm.”
As of May 1, 2010, White Horse worked with more than 150 clients located in more than 15 different states, and advises on more than $800 million of client assets.
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