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MFWire: Horizon Funds
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Horizon Investments
6210 Ardrey Kell Road
Suite 300
Charlotte, NC  28277
Google Maps

Main Phone: 866-371-2399
Web Site: http://www.horizonmutualfunds.com

Mutual Fund Brand(s)
Horizon Funds

Research Links
  • SEC Fund Filings by CIK Series

  • Background:
    The team at Horizon Investments describes the firm as a "goals-based investment strategist." That goals-based approach (framed around three stages of investing: gain, protect, and spend) guides Horizon's various strategies.

    Founded in 1995 as a quant RIA, Horizon is an ETF strategist, building portfolios out of ETFs, yet they also use other building blocks, and some of their strategies are packaged in mutual fund form.
    Sponsored Opportunities

    Key People:
    Robbie Cannon
    President, CEO, Horizon Investments
    John Drahzal
    Head of Distribution, Horizon Investments
    Scott Ladner
    Head of Investments, Horizon Investments
    Calvin DeBoer
    Director of Trading and Technology, Horizon Investments
    Liz Cogswell
    Director, Human Resources, Horizon Investments
    Matt Chambers
    General Counsel, Chief Compliance Officer, Horizon Investments
    Greg Smith
    Institutional Sales / Horizon One, Horizon Investments
    Eddie Rollins
    Senior Managing Director, Head of National Accounts, Horizon Investments
    Stephen Terry
    Head of Business Systems and Finance, Horizon Investments
    Story Archive for Horizon Investments
    Published On Story Headline Publication
    1/21/2020 Kraus and Co Led Last Year MFWire.com
    11/29/2019 A B-D's Funds Lead Again MFWire.com
    11/14/2019 An ETF Strategist Takes the Lead MFWire.com
    2/1/2019 ETF Titans Lead an Award Race MFWire.com
    5/18/2018 Horizon Shines In the Big Easy MFWire.com
    10/25/2017 GQG Outpaces the Small Fund Firm Pack MFWire.com
     News Archives
    2020: Q3Q2Q1
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