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Horizon

Charlotte, United States (US) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

Apr 2026

Overview

Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals. More than an investment firm, Horizon helps fuel the growth of advisory practices by offering deep expertise, proprietary technology, and customized support. Sitting at the intersection of financial technology, wealth management, and investment solutions, Horizon’s unique approach enables advisors to transform their practices and focus on what matters most: building meaningful relationships and guiding clients toward their financial goals.

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Contact Details

contact@horizoninvestments.com

Charlotte, United States (US), 6210 Ardrey Kell Road

Founded

1995

Employees

100-150

Categories

Keywords

#goals-based investment management

#asset allocation investment strategy

#risk mitigation investment strategy

#retirement income investment strategy

#portfolio management

#asset management

#economic and fundamental research

#qualitative and quantitative analysis

#etf portfolio manager

#mutual fund portfolio manager

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