Horizon Investments, LLC

Horizon Investments, LLC is a financial services firm focused on delivering comprehensive investment solutions for financial advisors and their clients, emphasizing goal-oriented strategies and customized portfolio management. Founded in 1995 in Charlotte, US, Horizon Investments, LLC specializes in providing financial advisory services. The company was acquired by Altamont Capital Partners in July 2021 to enhance its offerings for clients. CEO Rick Benedetti leads the firm, leveraging his extensive experience in the financial sector.

Horizon Investments specializes in a range of financial products and services designed to assist financial advisors in guiding their clients through various life stages. Central to their offerings is the Gain Protect Spend® framework, which supports goals-based investing. This framework is realized through customizable separately managed accounts (SMAs) and actively managed single-stock portfolios, catering to clients’ specific financial objectives. Additionally, Horizon provides an Outsourced Chief Investment Officer (OCIO) consulting service, enhancing the advisory capabilities of its clients.

Their technology suite includes intuitive, user-friendly planning software that facilitates the investment journey for end-users, primarily high-net-worth individuals and institutional investors. Horizon's products are offered primarily in the United States, with some adoption in select international markets targeting affluent investors and financial institutions. Horizon Investments generates revenue through a variety of structured financial services designed for financial advisors and institutions. Revenue is primarily derived from management fees associated with its investment products, including Gain Stage, Protect Stage, and Spend Stage portfolios, which are tailored to meet diverse client needs.

Transactions typically involve financial advisors leveraging Horizon's frameworks and technologies to implement investment strategies on behalf of their clients, resulting in a fee-based revenue model. The company may also engage in subscription-based partnerships with advisors seeking ongoing access to their suite of services and insights. Pricing structures for their services vary based on the complexity and customization of the investment solutions offered, with specific fees determined by the scale and service level chosen by the financial advisors. In July 2021, Altamont Capital Partners agreed to acquire Horizon Investments, LLC, with the rationale to support management in expanding its goal-oriented solutions for advisors and investors.

The company plans to introduce new products aimed at enhancing its financial advisory services, although specific launch dates have not been disclosed. Additionally, Horizon is exploring opportunities for expansion into select international markets to broaden its client base. The funding from the recent acquisition will be utilized to bolster these initiatives and enhance the technological capabilities of their investment solutions.