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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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Revenue $13 million
Employees 143 (143 on RocketReach)
Founded 1995
Address 6210 Ardrey Kell Road Suite 300, Charlotte, North Carolina 28277, US
Phone (704) 544-2399
Fax (704) 544-2883
JavaScript, HTML, PHP +27 more (view full list)
Category Investment Management, Brokerage, Consulting Services (B2B), Active Asset Allocation, Finance, Multi-Disciplined Research, Catastrophic Risk Mitigation, Retirement Income Generation, Global Equity, Fixed Income
Competitors Alesco Advisors LLC, Condor Capital Wealth Management, Howard Capital Management, Inc., Moreton & Company, Shepherd Kaplan LLC
SIC 628, 62
NAICS 5231, 52, 523120, 52312, 523, 5239, 52393

Horizon Investments® Questions

The Horizon Investments® annual revenue was $13 million in 2023.

Scott Ladner is the Chief Investment Officer of Horizon Investments®.

143 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].

Top Horizon Investments® Employees

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