Horizon is a provider of modern goals-based investment management. We work in partnership with financial advisors to deliver investment strategies that align clients’ wealth with their life goals.

Our mission is to provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their most important financial objectives throughout life.

True investment success is all about meeting the most important life goals that your 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. When your clients align their wealth with their goals, they achieve something that most people can only hope for: The financial security they need to live life on their terms.

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Employee Rating

5.0
TypePrivate
HQCharlotte, US
Founded1995
Size (employees)88 (est)-1%
Websitehorizoninvestments.com
Horizon Investments was founded in 1995 and is headquartered in Charlotte, US
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Horizon Investments Office Locations

Horizon Investments has an office in Charlotte
Charlotte, US (HQ)
13024 Ballantyne Corporate Pl
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Horizon Investments Financials and Metrics

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Founding Date

1995
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Horizon Investments Online and Social Media Presence

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Horizon Investments Blogs

Investors Cheer Jobs Report, Push Stocks Higher

2019 began with strong—albeit very mixed—signals about the health of the U.S. economy: The ISM Manufacturing index in December grew at the slowest pace in two years as demand for manufactured products softened. The slowdown surprised investors, sparking nervousness that the economy may be decelerati…

U.S. Markets Recover During Volatile Week

Christmas week offered a mixed bag, economically. Initial jobless claims were lower than expected, but continuing claims were slightly more elevated than forecast. Manufacturing activity in the Chicago-area exceeded expectations, but housing data for the U.S. remained lackluster. For example, pendin…

Inflation Looks Tame as Fed Raises Rates One Last Time 2018

Another week of mixed economic results, as the Philadelphia Fed manufacturing index and durable goods orders (as well as core durable goods orders) all were lower than expected. However, there were signs of good news from the housing sector, as housing starts and building permits exceeded estimates …

A Quick Guide to Market Volatility – Supplement

As market volatility persists heading into year-end, the question remains as to whether this new volatility regime is here to stay. While the uptick in the CBOE Volatility Index (VIX) has really just been a return to historically more normal levels (if not a bit higher), the recent increase has been…

A Quick Guide to Market Volatility

Fall 2018 has brought about many newsworthy events including midterm elections, looming trade discussions with China, and uncertainty surrounding the Federal Reserve’s plan for upcoming interest rate hikes. However, the most notable change for market participants has been the increased levels of ris…

All Eyes on the Fed Following a Choppy Week

U.S. consumers remain strong, as evidenced by better-than-expected retail sales in November. Industrial production was also healthier than anticipated for the month, although both manufacturing and services PMIs were weaker than expected. On the jobs front, a mixed bag: While the JOLTS job openings …
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Horizon Investments Company Life and Culture

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Horizon Investments Frequently Asked Questions

  • When was Horizon Investments founded?

    Horizon Investments was founded in 1995.

  • How many employees does Horizon Investments have?

    Horizon Investments has 88 employees.

  • Who are Horizon Investments competitors?

    Competitors of Horizon Investments include Lazard, Navient and Asta Funding.

  • Where is Horizon Investments headquarters?

    Horizon Investments headquarters is located at 13024 Ballantyne Corporate Pl, Charlotte.

  • Where are Horizon Investments offices?

    Horizon Investments has an office in Charlotte.

  • How many offices does Horizon Investments have?

    Horizon Investments has 1 office.