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Horizon Investments

Horizon Investments Summary

Company Summary

Overview
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.
Type
Private
Status
Active
Founded
1995
HQ
Charlotte, NC, US | view all locations
Website
https://www.horizoninvestments.com/
Cybersecurity rating
Sectors

Key People

  • Scott Ladner

    Scott Ladner, Chief Investment Officer

    • Stephen Terry

      Stephen Terry, Head of Business Systems and Finance

      • Liz Cogswell

        Liz Cogswell, Director, Human Resources

        • Robbie Cannon

          Robbie Cannon, CEO

          LocationsView all

          1 location detected

          • Charlotte, NC HQ

            United States

            6210 Ardrey Kell Rd #300

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