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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Crest pathwayLegacy
- Established Date
- 06-21-2021
- Office Locations
- 1
Office Locations
About Firehorse Strategic Investing, LLC
FireHorse Strategic Investing is a Texas-based RIA focused on building hedged portfolios for retirement-minded investors seeking better risk-adjusted returns. Portfolios emphasize cost-efficient, high-dividend ETFs and use equity options to hedge market drawdowns and manage volatility. The firm also provides goal-based financial planning, from budgeting and saving to asset allocation, with implementation via Interactive Brokers.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Morton Mitchell Taylor
Chief Compliance Officer, Managing Member
- CRD
- #7382420
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,109,415,934 | 100.0% |
| Total | $6,109,415,934 | 100.0% |