Articles from Horizon Investments, LLC

Horizon Investments, LLC, a provider to the financial advisor community of customizable investment and technology solutions, announced that it will be the adviser of Horizon Funds’ first Exchange Traded Funds (ETFs) and named Clark Allen, CFA®, CPA, CAIA® as Head of ETFs. This initiative will expand Horizon’s ability to deliver its goals-based approach to financial advisors and their clients.

Horizon Investments, LLC, a leader in providing the financial advisor community with highly customized investment and technology solutions, today announced that it has entered into an agreement to acquire a majority of the assets of Centre Asset Management, a New York-based active equity manager founded in 2006.

Horizon Investments, LLC, an industry-recognized firm providing modern goals-based investment management, today announced two key new hires as Devansh Patel has joined as Head of Corporate Strategy and Philip McDonald has joined as Head of Custom Portfolios.

Horizon Investments, LLC, an industry-recognized firm providing modern goals-based investment management, today announced Calvin DeBoer, formerly Head of Digital Product & Technology, has been promoted to Chief Technology & Operations Officer (CTO/COO).

Horizon Investments, LLC, an industry-recognized firm providing modern goals-based investment management, today announced that Candace Roane has been named Head of Marketing. In this newly created position, Ms. Roane will be responsible for the promotion of the firm’s investment products and consulting solutions and the ongoing development and execution of the firm’s overall marketing strategy focusing on relationships with financial advisors, Registered Investment Advisors (RIAs), and broker-dealers.

Horizon Investments, LLC, is today announcing two key promotions within the ranks of its investment management team. Clark Allen has been promoted to Director, Quantitative Research; while Dzhan Yusnyu was promoted to Senior Analyst.

Horizon Investments, LLC, is today announcing three key promotions within its Consulting team, which provides customized investment support to the firm’s growing roster of consulting clients.

Horizon Investments, LLC (Horizon), a registered investment advisor with $7 billion in assets under advisement, today announced that Altamont Capital Partners has successfully completed its strategic investment in the firm, providing Horizon with key resources that will allow Horizon to further cement its position as a leader in goals-based investment solutions.

Horizon Investments, LLC, is today announcing two key promotions from within its senior leadership team.

Horizon Investments, LLC, is today celebrating having been named Asset Manager of the Year (AUM of $10 billion or less) by MMI and Barron’s in the 2021 MMI/Barron’s Industry Awards, the winners of which were announced during a virtual ceremony late last week.

Horizon Investments, LLC, is today announcing two key promotions among its senior investment management team.