Horizon Investments

    OverviewSuggest Edit

    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.

    TypePrivate
    Founded1995
    HQCharlotte, US
    Websitehorizoninvestments.com

    Latest Updates

    Employees (est.) (May 2020)92(+3%)

    Horizon Investments Office Locations

    Horizon Investments has an office in Charlotte
    Charlotte, US (HQ)
    6210 Ardrey Kell Rd #300
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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

    Market Driven By Sentiment Amid Murky Outlook

    Last week showed just how sentiment-driven markets can be when the outlook is this murky. In a week when almost half of the S&P 500 reported earnings, the index strikingly saw its smallest weekly change since the first week of the year (SPX -0.2%). Foreign equities put in a better performance, l…

    Lots of Inventory to Work Down Before Production Picks Up

    Just how deep is the current slowdown? And how long before we work our way out of it? The Institute for Supply Management (ISM) released its U.S. manufacturing survey today, which may hint at some answers. Today’s headline figure, originally expected to fall near 36.0, was actually better than expec…

    Equities down slightly as oil collapses, credit spreads widen

    Equities couldn’t make it a three-peat last week, falling 1.6% (MXWD) at the global level. But as has been the recent trend, domestic shares led the way (SPX -1.3%). International developed markets and emerging equities lagged, down 2.0% (MXEA) and 2.4% (MXEF), respectively, on the week.  Coming off…

    Coming Off Equity Bottom, Growth Continues to Beat Value

    This week’s big number? 14.1% — the year-to-date total return spread between growth and value stocks, as represented by the S&P 500 Growth Total Return Index and the S&P 500 Value Total Return Index. Growth has been in favor all year, which is consistent with the market anticipating slower e…

    Special Report: No Place to Put the Oil

    In a shocking event this week, the benchmark price for oil fell below zero for the first time ever — and then kept falling! Does a negative price mean gas stations will pay you to top off your tank? No, but it should be cheaper to fill up. The problem is, with the pandemic-imposed lockdown, […]

    Equities gain as crude oil nears collapse

    Equities added to their recent gains, following their historic rally two weeks ago. U.S. markets led, with the S&P 500 up 3.1% (SPX). Emerging equities lagged, up 1.5% (MXEF), and International Developed returned only 0.8% (MXEA) last week primarily due to weakness in Europe.  Large-cap tech, gr…
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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 92 employees.

    • Who are Horizon Investments competitors?

      Competitors of Horizon Investments include Diamond Hill, AllianceBernstein Holding and State Street.

    • Where is Horizon Investments headquarters?

      Horizon Investments headquarters is located at 6210 Ardrey Kell Rd #300, 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.