Will oversee the firm’s goals-based investment strategies and mutual funds.
CHARLOTTE, N.C. – Horizon Investments, a leading goals-based asset management firm, has named Mike Dickson, Ph.D., Head of Portfolio Management, it was announced today. In his new role, he will oversee all Horizon’s investment management strategies, including its goals-based portfolios and five mutual funds. Dickson previously served as Director of Structured Financial Solutions with Horizon.
“Mike is a talented researcher with a gift for applying his insights to portfolio construction and management within the goals-based framework,” said Robbie Cannon, Chief Executive Officer at Horizon. “We look forward to his continuing contributions on behalf of our advisor clients and their investors.”
Over the last decade, Horizon has pioneered the creation of outcome-driven investment portfolios and technology tools aligned with the three major stages along the wealth curve: accumulation, preservation, and distribution. Its GAIN PROTECT SPEND® strategies are built around a series of actively managed global portfolios, designed to provide a path for advisors to help clients reach retirement, lifestyle, and philanthropic goals.
Dickson speaks frequently at leading industry conferences, and his research is often published in scholarly journals. His most recent paper, Combining Managed Money and Annuities: Improving Outcomes for Retirement Income Solutions, appeared in the Q4 2018 issue of the Money Management Institute’s Journal of Investment Advisory Solutions.
Horizon has been consistently recognized by the industry for its innovative approach to helping clients achieve their investing and lifestyle goals. In 2018, the firm was named Asset Manager of the Year ($25 billion in AUM or less) by the Money Management Institute (MMI) and Barron’s. In addition, Horizon was recognized as “2018 Asset Manager of the Year” and “2018 Strategist of the Year” by Envestnet and Investment Advisor Magazine.
Horizon is a pioneer in providing modern goals-based investment management. With a focus in goals-based investment strategies, Horizon is dedicated to helping financial advisors and their clients improve the investment experience relative to real world, prioritized financial goals. Horizon’s investment process balances quantitative expertise with a qualitative perspective, including economic, fundamental and geopolitical analysis. Financial advisors turn to Horizon for innovative risk mitigation and retirement income strategies. Rooted in a global active investment approach, Horizon’s GAIN PROTECT SPEND® framework, combined with its investment management methodology, has been a cornerstone of Horizon’s portfolio construction process for over a decade.
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