Horizon is a modern goals-based investment management firm. 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 financial objectives throughout life. We believe investment success is all about meeting the life goals that 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.
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The Horizon Investments® annual revenue was $13 million in 2024.
Scott Ladner is the Chief Investment Officer of Horizon Investments®.
118 people are employed at Horizon Investments®.
Horizon Investments® is based in Charlotte, North Carolina.
The NAICS codes for Horizon Investments® are [5231, 52, 523120, 52312, 523, 5239, 52393].
The SIC codes for Horizon Investments® are [628, 62].