Horizon Investments is a goals-based investment management firm founded in 1995 and based in Charlotte, North Carolina. The company specializes in providing investment strategies, technology, and consulting services to financial advisors, helping them grow and better serve their clients' financial goals.
Central to Horizon's approach is the Gain Protect Spend® framework, which aligns investment strategies with clients' life objectives and risk profiles. They offer customizable separately managed accounts (SMAs) and outsourced Chief Investment Officer (OCIO) solutions, along with practice management services. Their technology platform features user-friendly software that supports advisors in building strong client relationships.
Horizon’s product offerings include open-end and exchange-traded funds, and their investment teams have an average tenure of nine years, reflecting experienced management. The firm focuses on empowering financial advisors to align portfolios with their clients' real-world financial goals, emphasizing shared values and professional growth.
Horizon Investments is a goals-based investment management firm founded in 1995 and based in Charlotte, North Carolina. The company specializes in providing investment strategies, technology, and consulting services to financial advisors, helping them grow and better serve their clients' financial goals.
Central to Horizon's approach is the Gain Protect Spend® framework, which aligns investment strategies with clients' life objectives and risk profiles. They offer customizable separately managed accounts (SMAs) and outsourced Chief Investment Officer (OCIO) solutions, along with practice management services. Their technology platform features user-friendly software that supports advisors in building strong client relationships.
Horizon’s product offerings include open-end and exchange-traded funds, and their investment teams have an average tenure of nine years, reflecting experienced management. The firm focuses on empowering financial advisors to align portfolios with their clients' real-world financial goals, emphasizing shared values and professional growth.
Est Monthly Spend
Repeat Buy Rate
Direct Response
Est. Spend
Unlock show and brand data, including top ads, overall spend, and the ability to listen to ads.