Horizon Investment Services is a registered investment advisor that provides portfolio management and investment advisory services to individuals, high-net-worth clients, trusts, and retirement plans. Horizon Investment Services utilizes a proprietary stock-rating system called Quadrix to screen and select stocks based on categories like momentum, value, and financial strength. The firm offers a wide range of equity, fixed-income, and balanced investment strategies, including socially responsible and faith-based options. Horizon Investment Services focuses on building disciplined, research-driven portfolios designed to maximize total return while aligning with client risk profiles. Portfolio management is conducted on a discretionary basis, meaning Horizon Investment Services makes day-to-day trading decisions on behalf of clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.10% |
| $4.0M - $6.0M | 0.95% |
| $6M+ | 0.80% |
All fees are subject to negotiation. Investment sub-advisory and wrap program clients are charged between 0.25% and 0.65%.