Horizon Investments®
Horizon Investments is a modern goals-based investment management firm that partners with financial advisors to deliver investment strategies aligning clients' wealth with their life goals.
1995
Limited Liability Company (LLC)
Adjusts risk strategies according to client life stages, focusing on accumulation, preservation, and spending. For example, the Protect Stage minimizes catastrophic losses.
Charlotte, Nc, United States
About
Mission
Provide goals-based investment management strategies that empower financial advisors to help their clients achieve their financial objectives throughout life.
Values
Unity, Ingenuity, Community, Gratitude, Fun
Participant Demographics
Focused on serving financial advisors and their clients throughout various life stages.
Track Record
Team Experience
Team consists of seasoned portfolio management professionals.
Notable Achievements
Pioneer in goals-based investment management since 1995.
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Charlotte, Nc, United States
Legal & Compliance
Registered with the SEC.
No legal or disciplinary history.
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