Horizon Investments®

Horizon Investments®

Investment Management

Charlotte, North Carolina 8,079 followers

Modern Asset Management and Goals-Based Solutions. Empowering advisors through practice support + digital planning tools

About us

Horizon is a modern goals-based investment management firm. We work in partnership with financial advisors to deliver investment strategies that align clients’ wealth with their life goals. OUR MISSION: Provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their financial objectives throughout life. We believe investment success is all about meeting the life goals that clients have set out for themselves, their families, and even the world at large. That’s why Horizon’s approach is built on a commitment to goals-based investment management. A goals-based approach can help investors position their wealth to support the key financial results they seek throughout their lives.

Industry
Investment Management
Company size
51-200 employees
Headquarters
Charlotte, North Carolina
Type
Privately Held
Founded
1995
Specialties
Goals-Based Investment Management, Asset Allocation Investment Strategy, Risk Mitigation Investment Strategy, Retirement Income Investment Strategy, Portfolio Management, Asset Management, Economic and Fundamental Research, Qualitative and Quantitative Analysis, ETF portfolio manager, Mutual Fund portfolio manager, ETF Strategist, and Wealth Management

Locations

  • Primary

    6210 Ardrey Kell Road

    Suite 300

    Charlotte, North Carolina 28277, US

    Get directions

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