Disruptive by design

At Horizon Investments, we are a family of determined disruptors. Outside-the-box thinking, rise-to-the-challenge doing.

Ranked a 2019 top workplace


Committed to community

What we do

From fundraising runs that support local cancer efforts to baking cookies for Ronald McDonald House, Charlotte, we volunteer our time and resources to show we care.

Why we do it

Because making an impact in the lives of our neighbors is just as important as making an impact on our advisor community and fellow team members.


Have a voice, advance your career

Ours is an inclusive organization offering direct leadership access and exciting equal opportunities. In addition to competitive compensation and benefits, employees attend top conferences and explore a diverse range of professional development opportunities. 

Enjoy fun team-building activities

Firm-wide retreats

Whitewater rafting

Go-kart racing

More …

Is awesomeness on your Horizon?

Our values

Create unity

Celebrate a diversity of ideas and rally around the best

Drive ingenuity

Aim ahead, be curious, lead others toward disruption

Foster community

Get to know people, feel seen, promote belonging, care for one another

Practice gratitude

Be thankful and humble with clients and each other

Have fun

Experience purpose, humor, and joy

Our advisors, our family

Horizon encourages a strong sense of values alignment and professional growth that we extend to our advisory clients

Horizon is dedicated to empowering advisors and forging meaningful relationships that help us succeed together. 

In addition to providing actionable thought leadership, we host and sponsor events to connect the advisor community with each other and with other professionals in our field.

Horizon Investments

Connect product to planning with the Horizon technology suite. Goals-based strategies, cutting edge software.

Explore mutual funds managed by Horizon Investments.

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