Horizon Investments LLC

  • Investment Bank/Securities Brokerage
  • Charlotte NC
  • 132 employees
  • Investment Management
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Company Overview

Headquarters
6210 Ardrey Kell Road Suite 300, Charlotte NC
Website
horizoninvestments.com
Phone
(704) 544-2399
Employees
132
Founded in
1995
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 523 Companies
NAICS Code 523120 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
NAICS Code 52312 Companies
NAICS Code 5231 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$97B

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Who is Horizon Investments LLC

Horizon Investments LLC is an investment management company based in Charlotte, North Carolina. The firm employs 132 individuals and generates approximately $96.7 million in annual revenue. Horizon Investments partners with financial advisors to create and implement investment strategies tailored to client goals. These strategies aim to align wealth accumulation with individual objectives, recognizing that investment success goes beyond traditional market performance metrics. Horizon distinguishes itself through its commitment to goals-based investment management. This approach centers on understanding each client's aspirations and structuring portfolios to support the realization of those goals across various life stages. For more information about Horizon Investments LLC and their services, visit their website at horizoninvestments.com.

Company Leadership

John Drahzal

President and CEO

Phone Email
Sylvio Tabet

Owner

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Philip McDonald

Head of Custom Portfolios

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Scott Ferrette

National Sales Director

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Devansh Patel

Head of Corporate Strategy

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Horizon Investments LLC Industry Tags

Active Asset Allocation
Multi-Disciplined Research
Catastrophic Risk Mitigation
Retirement Income Generation
Global Equity
Fixed Income
Goals-Based Investment Management
Accumulation Investment Strategy
Risk Mitigation Investment Strategy
Retirement Income Investment Strategy
Portfolio Management
Asset Management
Economic and Fundamental Research
Qualitative and Quantitative Analysis
ETF portfolio manager
Mutual Fund portfolio manager
Asset Allocation Investment Strategy
ETF Strategist
Wealth Management
B2B
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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Horizon Investments LLC Tech Stack

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FAQ

What is the location of Horizon Investments LLC's headquarters?
The headquarters of Horizon Investments LLC are situated at 6210 Ardrey Kell Road Suite 300, Charlotte NC
What is Horizon Investments LLC's phone number?
Horizon Investments LLC's contact number is (704) 544-2399.
What is Horizon Investments LLC's official website?
The official website of Horizon Investments LLC can be found at horizoninvestments.com.
What is Horizon Investments LLC's current revenue?
As of August 2023, Horizon Investments LLC's annual revenue reached $97B.
How many employees does Horizon Investments LLC currently have?
Horizon Investments LLC employs approximately 132+ people as of August 2023
Which industries is Horizon Investments LLC primarily operating in?
Horizon Investments LLC operates in the following industries: Investment Management
Who is the President and CEO of Horizon Investments LLC?
Horizon Investments LLC's President and CEO is John Drahzal
What are Horizon Investments LLC's industry tags?
Horizon Investments LLC's industry tags include: Active Asset Allocation, Multi-Disciplined Research, Catastrophic Risk Mitigation
When was Horizon Investments LLC founded?
Horizon Investments LLC was founded in 1995.

Employee Directory

Key Employees

Ed Russel

CEO

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Mike Dickson

Head of Research and Product Development

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Nazim Hussain

Land Surveyor

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Mathew Bond

Advisor Sales Associate

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Scott Ladner

Chief Investment Officer

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Rachel Hamblen

Conference & Event Coordinator

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Mike Sergeant

Lead Software Developer

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Shelby Henderson

Marketing Manager

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