Horizon Investments, LLC provides active asset management, model portfolios, and specialized investment strategies for individuals, families, and institutional clients. Founded in 1995, Horizon creates customized separately managed accounts and model portfolios that are delivered through various financial intermediaries and partner platforms. The firm specializes in active asset allocation, systematic equity selection, and unique risk-management and retirement income overlays, such as Risk Assist and Real Spend. Rather than providing direct, comprehensive financial planning like tax preparation or estate drafting, Horizon focuses primarily on portfolio construction, active management, and managing market downside risk. Clients typically access Horizon's strategies through financial advisors at third-party firms, wrap fee programs, or customized separate accounts, paying fees that vary based on the specific program or platform used.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees vary by program and are negotiable, but typically do not exceed 0.75% annually for wrap programs and custom portfolios, and 0.65% for model delivery platforms. Certain specialized 403(b) strategies may charge up to 2.00%.