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ClaimEmpower the Advisor
Horizon is a leading 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: 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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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
50 - 249
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Locations
Charlotte, NC
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Year founded
Founded 1995
1 Locations
- Charlotte , NC
Service Lines
- Financial Consulting
- 10%
Select Focus Area
- Business Consulting Focus
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- Commercial Financing Focus
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- Financial Advising & Planning
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- Funding & Investment Focus
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- Private Equity
- 100%
Industries
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Clients
No Clients have been added yet…
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