New role reflects ongoing growth at the firm driven by its goals-based strategies.
CHARLOTTE, NC – Horizon Investments, a leading goals-based asset management firm, has named Scott Ladner Chief Investment Officer (CIO) and Chair of the Investment Committee, it was announced today. As CIO, he will oversee all aspects of the firm’s investment management process. Ladner previously served as Head of Investment Management for Horizon.
“Our goals-based strategies continue to see tremendous demand from financial advisors and Scott’s investment research and market insights have played a major role in that success,” said Robbie Cannon, Chief Executive Officer at Horizon. “As Chief Investment Officer he will continue to support our teams in analyzing markets and building portfolios to meet the needs of our clients. We look forward to his contributions in his new role.”
Over the last decade, the firm 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.
“Goals-based is a powerful framework for advisors and investors to understand and plan for lifetime investing objectives,” said Ladner. “I look forward to continuing to provide input to our team in constructing portfolios and managing investments for our clients.”
Award winning strategies
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.
All investing involves risk, and clients may lose money. Award information is not complete without the following: horizoninvestments.com/awards/