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, NC, US
    Websitehorizoninvestments.com

    Latest Updates

    Employees (est.) (Apr 2021)90
    Cybersecurity ratingBMore

    Key People/Management at Horizon Investments

    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
    Matt Chambers

    Matt Chambers

    General Counsel / Chief Compliance Officer
    John Drahzal

    John Drahzal

    President
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    Horizon Investments Office Locations

    Horizon Investments has an office in Charlotte
    Charlotte, NC, US (HQ)
    6210 Ardrey Kell Rd #300
    Show all (1)

    Horizon Investments Financials and Metrics

    Summary Metrics

    Founding Date

    1995

    Horizon Investments Cybersecurity Score

    Cybersecurity ratingPremium dataset

    B

    80/100

    SecurityScorecard logo

    Horizon Investments Online and Social Media Presence

    Embed Graph

    Horizon Investments Blogs

    Capital Gains Taxes and S&P 500 Returns: Complete Strangers for Over 60 Years

    They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s economic growth rate...

    Surging Spending on Big-Ticket Items, What Does It Mean for Inflation?

    They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s economic growth rate...

    Inflation Fixation, Bubble Trouble

    They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s economic growth rate...

    Americans Taking Early Retirement May Benefit from a Goals-Based Solution

    Millions of workers are retiring early. But not necessarily because they want to. The pandemic is pushing them to bow out of a job, according to...

    Many Investors Tried to Trade the Pandemic Plunge in Stocks

    When financial markets went haywire in March 2020, people pursuing a traditional financial plan may have been tempted to do something...

    Widows Are at Higher Risk of Falling Into Poverty

    Of all the financial challenges facing retirees, being a widow can be one of the most difficult to bear. As the U.S. comes to the end of National Women’s History Month...
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    Horizon Investments Frequently Asked Questions

    • When was Horizon Investments founded?

      Horizon Investments was founded in 1995.

    • Who are Horizon Investments key executives?

      Horizon Investments's key executives are Scott Ladner, Stephen Terry and Liz Cogswell.

    • How many employees does Horizon Investments have?

      Horizon Investments has 90 employees.

    • Who are Horizon Investments competitors?

      Competitors of Horizon Investments include PIMCO, Citadel and Apex Fund Services.

    • 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.