Recent Awards

October 2018 – Asset Manager of the Year ($25 billion in AUM or less) by Money Management Institute (MMI) and Barron’s

The MMI/Barron’s Industry Awards, now in their tenth year, recognize those firms that best exemplify innovation and achievement in delivering better outcomes for investors and financial advisors. The winners were announced on October 17th at MMI’s 2018 Annual Conference in Dallas. Nominations for these are reviewed and evaluated by the specially-appointed MMI Industry Awards Steering Council and by the MMI Membership Experience Committee (MEC).

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May 2018 – 2018 Asset Manager of the Year and 2018 Strategist of the Year by Envestnet and Investment Advisor Magazine.

Horizon CEO Robbie Cannon was presented with the award at the Envestnet Advisor Summit, held this year on May 16-18 in New Orleans. Now in its 14th year, the competition recognizes best-in-class portfolio managers and strategists as selected by Envestnet and Investment Advisor Magazine. As in previous years, award finalists were chosen using Envestnet | PMC’s proprietary, systematic, and multi-factor methodology for evaluating managers. This framework takes a variety of qualitative and quantitative criteria into consideration, such as investment process and style, performance, firm profile, customer service, and tax efficiency. Eligibility for this award requires a management team with at least three years of experience running a strategy with $200 million or more in assets. The investment product under consideration must be reported through Envestnet | PMC’s Premium Research solutions, which are leading sources of investment-manager due diligence and research for advisors.

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