Horizon Investments, LLC, based in Charlotte, NC, is a firm specializing in goals-based investing, offering investment management technology and consulting tools to help clients achieve their financial objectives. With a focus on putting people's goals first, Horizon Investments provides a range of services including customized portfolios, mutual funds, and technology solutions for financial advisors and institutions.
The company's multi-disciplinary investment team combines qualitative and quantitative processes, drawing on academic research and industry experience to deliver active and flexible investment management strategies. Horizon Investments aims to empower advisors and clients with innovative solutions tailored to meet their unique life goals and financial needs.
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