Horizon Investments provides investment management services to individuals, institutions, and through financial intermediaries like wrap fee programs and model delivery platforms. Horizon manages separately managed accounts (SMAs), unified managed accounts (UMAs), and model delivery platforms (MDPs). For individual clients, Horizon offers customized portfolios through financial intermediaries. Horizon also manages mutual funds and ETFs. Horizon's investment approach combines quantitative and qualitative research to identify market opportunities.
Fee Structure
Horizon Investments' fees vary depending on the program and financial intermediary.
For SMA wrap programs, fees typically do not exceed 0.75% per year of the value of your investments.
For UMA wrap programs, fees typically do not exceed 0.75% per year of the value of your investments.
For MDPs, fees typically do not exceed 0.65% per year of the value of your investments.
For direct clients, the maximum annual management fee is 0.75%.