Horizon Investments
Financial Advising
Why pick this one
Horizon Investments utilizes a Goals-Based philosophy focusing on managing portfolios aligned with individuals' financial objectives.
Best for
- individuals seeking customized financial strategies
- retirees planning for sustainable income
- clients looking for risk management in volatile markets
Look elsewhere if
- clients needing fixed fees for basic financial advising
- individuals requiring immediate short-term investment decisions
Specialties
- customizable separately managed accounts (SMAs)
- dedicated outsourced CIO solutions
- investment strategies for retirement income
What makes them different
- Goals-Based philosophy driving investment strategies
- Risk Assist algorithm to manage drawdown risk
- Focus on managing to people's changing financial goals
Distilled from this business's own website.
Contact & Location
- Address
- 6210 Ardrey Kell Rd Suite 300 Ste 106, Charlotte, NC 28226
- Phone
- (704) 544-2301
- Website
- https://www.horizoninvestments.com
- info@horizoninvestments.com
Services
- financial advising
- investment management
- retirement planning