DP
Devansh Patel
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Work Experience
N/A
Aug 2023 - Present · 1 years and 4 months
N/A
Sep 2014 - Jul 2023 · 8 years and 10 months
N/A
Dec 2020 - Feb 2023 · 2 years and 2 months
Company Details
51-200 Employees
Horizon is a modern goals-based investment management firm. We work in partnership with financial advisors to deliver investment strategies that align clients’ wealth with their life goals. OUR MISSION: Provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their financial objectives throughout life. We believe investment success is all about meeting the life goals that clients have set out for themselves, their families, and even the world at large. That’s why Horizon’s approach is built on a commitment to goals-based investment management. A goals-based approach can help investors position their wealth to support the key financial results they seek throughout their lives.
Year Founded
1995
Social Media
LinkedinTwitter
Industry
Investment Management
HQ Location
6210 Ardrey Kell Road Suite 300 Charlotte, North Carolina 28277, US
Keywords
Goals-Based Investment ManagementAsset Allocation Investment StrategyRisk Mitigation Investment StrategyRetirement Income Investment StrategyPortfolio ManagementAsset ManagementEconomic and Fundamental ResearchQualitative and Quantitative AnalysisETF portfolio managerMutual Fund portfolio manager
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