Horizon Investments
Business To Business Services
Why pick this one
Horizon Investments uses a Goals-Based Framework to align portfolios with client financial objectives.
Best for
- advisors seeking goals-based investment solutions
- clients needing customized financial strategies
- individuals focused on preserving wealth
Look elsewhere if
- clients seeking low-cost investment options
- businesses wanting standard investment packages without customization
Specialties
- goals-based financial strategies
- customizable separately managed accounts
- dedicated outsourced CIO services
- investment solutions for various life goals
What makes them different
- Gain Protect Spend® framework designed around financial objectives
- Goals-Based Planning focuses on individual investment journeys
- Risk Assist® algorithm for managing market volatility
- Real Spend® strategy for retirement income generation
Distilled from this business's own website.
Contact & Location
- Address
- 6210 Ardrey Kell Rd Ste 300, Charlotte, NC 28277
- Phone
- 8663712399
- Website
- https://www.horizoninvestments.com/
- info@horizoninvestments.com
Services
- business-to-business financial services
- financial consulting
- investment management