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Horizon Investments, LLC
 
 
Overview: 

Horizon is a privately owned, SEC-registered investment advisory firm headquartered in Charlotte, NC. As an asset manager we offer strategies to help investors accumulate, protect and spend wealth according to their lifestyle and plans for the future. Innovation in finance and investing is happening at an ever-accelerating pace. Whether these new ideas come from product groups, analysts or academics, they are the result of an ongoing discussion that can be likened to the conversations in a city square.

In this square, some participants prefer to stand on a corner and hold forth to the crowd around them. Others walk through the square with a close group of associates, having intense debates or sharing their latest discoveries. Still others roam the square, carefully absorbing what everyone else has to say.

We interact with them all. And we do it in a unique way. Participating with an investigative mind-set, we identify what’s important, analyze its substance, and refine and test each idea.

As practitioners and academics, we see applications where others may not, and we uncover flaws that remain hidden to the rest. Our size and incentive structure keep us agile and quick to respond to the markets, always in ways that are aligned with our clients’ best interests.

Our goal is always the same: develop strategies to help solve the significant challenges facing investors today and tomorrow. And to help our clients make better investment decisions.


 
 
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