About Us

Mission:
Build hedged portfolios that provide superior risk-adjusted returns.

Morton Mitchell Taylor "Mitch"

Mitch graduated with a Bachelor of Science Degree in Finance and Banking from the University of Missouri, Columbia in 1988.

After college he served in the United States Marine Corps, flying the AV-8B Harrier II. Mitch served two tours in attack squadron VMA-513, "Flying Nightmares". He also completed Weapons and Tactics Instructor Course and toured with the Grunts of 1/7 as a battalion air officer.

Mitch is an Investment Adviser Representative registered with the Texas State Securities Board, and President of FireHorse Strategic Investing.

It has always been a passion of his to help people better understand how to manage their finances as well as invest wisely. Mitch opened FireHorse Strategic Investing, LLC in 2021. His 15 years of trading and investing with equity options gives him a unique perspective in developing investment portfolios and risk management.

We embrace market risk, we don't ignore it

When we invest in the Stock Market, our money is subject to changing levels of market volatility . This is the price of admission to one of the greatest wealth creators of the past century. Staying invested and continuing to buy/hold in market downturns has proven itself time and time again. For young investors, market volatility can be tolerated with the knowledge that there is no immediate requirement to withdraw their invested funds. Having said that, it is unreasonable to ask a retiree to subject a large portion of his life savings to an S&P 500 that could tumble 57 .7% in 18 months (great financial crisis), or the Nasdaq Market losses of 77% in the dot com meltdown. Or even the 34% slide from the Covid 19 pandemic. Is it possible for an individual who is near retirement to invest in the markets and effectively hedge against a large market crash? . Can a retiree continue to make market returns with less risk than just "buying the market"? We can show you how we construct and manage a hedged portfolio that can reduce your risk to an acceptable level, allowing you can stay invested and sleep at night.

Smarter Portfolios

We believe in the diversification and cost efficiencies gained with exchange traded funds. Using multiple high dividend yield ETFs is the backbone of our portfolios, but it is the ability to use options to hedge, that sets our portfolios apart. The smart portfolio is the cost effective one that matches your expectations of gains and volatility.

Asset Allocation and Strategy

At FireHorse S.I. our job is to develop the portfolios that match our clients risk tolerance, time horizon, and investing/savings goals. That starts with the simple question: What are you or what should you be saving and investing for? Kids college? A new car? A house? Retirement? Once these goals are identified, a plan can be put into place to reach each of them. We realize the thought of saving for so many things may seem overwhelming and complicated, but we are here to help you every step of the way. From budgeting to asset allocation, we will keep it simple and help you stay motivated and on track.

Our portfolios use options

Options are a powerful tool that have unique attributes and risks. Understanding how they respond to major market moves and swings in volatility is critical if they are to be used effectively. The strategies used in our portfolios were not developed overnight. They have been forged in many different market conditions; back tested, analyzed, refined, and analyzed again. Great efforts have been made to "what if" each strategy in different market conditions, to ascertain any weaknesses and to determine their suitability in the portfolio. Much like a game of chess, our next move has already been calculated in regards to our opponents next move. Future adjustments to our positions have already been estimated based on conditions of time, stock market price, and volatility.

Testimonials