Horizon Investments Refreshes Brand; Refines Mission

Horizon Investments introduced new identity

CHARLOTTE, N.C., June 29, 2016 /PRNewswire/ — Horizon Investments announced that it has revised the brand image and refined its message. “We have come a long way during the 20 years we’ve been in business and we wanted to be sure that our clients, and the marketplace, know the Horizon of 2016,” said President and CEO Robbie Cannon. “The financial services industry has continued to realize the importance of goals based investing and financial planning and Horizon Investments continues to evolve and grow to help advisors meet the demands for innovation in this area.”

Logo – http://photos.prnewswire.com/prnh/20160628/384573LOGO

Listen to Horizon Investments Marketing Director Sean Farrow talk about the firm’s rebranding initiative.

newlogoWith the introduction of the new website and logo, Horizon has revised its mission, which is to provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their most important financial objectives throughout life.

Horizon’s goals-based strategies are designed to provide an all-important direct link between investment strategies and clients’ key objectives. This link enables clients to address the three distinct stages throughout their investment lifecycle.


“We believe that the amount by which clients under- or outperform the broad financial indices is of little consequence if they ultimately fail to achieve the most important goals they have set out for themselves through their lives,” said Cannon. “Goals-based investment management recognizes that fact and is designed to provide an all-important direct link between investment strategies and clients’ key objectives, and also seeks to help them overcome their biggest real-world financial risks.”

Watch a video of Robbie Cannon explaining Horizon’s approach to goals-based investment management.

Horizon executes this goals-based investment management using a “Gain, Protect, Spend” approach to portfolio development to ensure that clients can achieve their goals. The fundamentals of this investment approach and the implementation remain unchanged. The investment committee continues to make decisions based on thorough research and analysis, as it has always done, using active investment management strategies, a global perspective, and a sophisticated approach to risk mitigation. The new logo and graphics enables Horizon to better express who they are and how they can help advisors serve their clients.

For more information, visit www.horizoninvestments.com.


Founded in 1995, Horizon Investments, LLC is a leading provider of goals-based investment management, working in partnership with financial advisors to deliver investment strategies that align clients’ wealth with their life goals. Horizon’s mission is to provide investment strategies to advisors that address the three distinct stages of a client’s investment lifecycle: gain, protect and spend. The firm provides asset management to large institutions as well as to financial advisory firms that serve individual investors and businesses.

For more information on Horizon Investments, please visit www.horizoninvestments.com.

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