Horizon Investments is a Charlotte, North Carolina-based investment management firm specializing in goals-based financial strategies. Founded in 1995, the firm partners with financial advisors to align clients’ wealth with their life objectives through a behavioral and outcome-focused approach. Their signature GAIN, PROTECT, SPEND® framework addresses the full investment lifecycle—from wealth accumulation to risk mitigation and retirement income distribution.

Horizon offers a suite of solutions including actively managed portfolios, customizable separately managed accounts (SMAs), mutual funds, and consulting services. Their technology platform provides intuitive planning tools designed to enhance advisor efficiency and client engagement.

With a multi-disciplinary investment team, Horizon combines qualitative and quantitative research to deliver personalized strategies that adapt to clients’ evolving financial goals.