6210 Ardrey Kell Road
Suite 300
Charlotte, NC 28277
Google Maps
Contact
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
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Background:
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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.
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Sponsored Opportunities
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Key People:
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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 |
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