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)89 (est)+2%
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

Emerging Markets Lead as Stocks Rebound

A largely positive week for the U.S. economy included a stronger-than-expected jobs report for October and a stable (and historically low) unemployment rate of 3.7%—two robust employment-related developments that increase the likelihood of more interest rate hikes by the Federal Reserve Board. In ad…

Winner. Winner.

You could say HORIZON INVESTMENTS has had some success this year. We were honored to be named Asset Manager of the year, twice, and named Strategist of the Year, as well.   October 2018 – Asset Manager of the Year ($25 billion in AUM or less) by Money Management Institute (MMI) and Barron’s The MMI/…

U.S. Economy Remains Strong Despite Equity Volatility

Economic data released last week revealed strength in some key areas of the U.S. economy. For example, GDP growth during the third quarter was slightly stronger than expected, while both manufacturing and services PMIs exceeded expectations. However, the news wasn’t entirely positive: Core durable g…

Why We Are Still Optimistic

Capitol Notes by Greg Valliere Horizon’s Chief Global Strategist YESTERDAY WAS UGLY IN MANY RESPECTS. Our sense is that the pipe bomb terrorism will stoke passions on both sides of the political spectrum, but probably will not have a major impact on the Nov. 6 election. So we’ll focus this morning o…

Cautious Investors Look to Defensive Sectors

Bright spots in the U.S. economy last week included better-than-expected initial jobless claims, a strong showing from the Philadelphia Fed manufacturing index in October and stronger-than-anticipated industrial production in September. However, the housing market continues to struggle: Building per…

Manager of the Year

The post Manager of the Year appeared first on Horizon Investments.
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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 89 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.