Horizon investment fund

Aaron Levitt. ST Returns. His experience includes a broad range of software development skills including mathematical modeling, interface design, programming, integration, testing, and marketing. Sean Farrow. The survey was conducted by Energage employee experience solutions. The lower the rank percentage the better.

HORIZON CAPITAL

Investment Horizon — The total length of time that an investor expects to hold a security or portfolio. The investment horizon inveestment used to determine the investor s income needs and desired risk exposure, which is then used to aid in security hodizon. The term horizon analysis derives from the fact that total return analysis requires the user to select an ending date for the investment being analyzed. Horizon analysis — An analysis of returns using total return to assess performance over horizon investment fund investment horizon. Horizon Wind Energy — is a wind energy developer and independent power producer. Investment Analysis — The study of how an investment is likely to perform and how suitable it is for a given investor.

About the company

Horizon is a leading provider of modern goals-based investment management. Nominated organizations are assessed based on the merit of their endeavors, the overall strength of the entry, and evidence of recent accomplishments. Horizon Investments was the only recipient of this award for Horizon Investments did not pay to participate. Horizon Investments was the only investment manager given this award.

List of funds

Horizon is a leading provider of modern goals-based investment management. Nominated organizations are assessed based on the merit of their endeavors, the overall strength of the entry, and evidence of recent accomplishments. Horizon Investments was the only recipient of this award for Horizon Investments did not pay to participate. Horizon Investments was the only investment manager given this award. Horizon did not pay to participate.

To qualify for the list, an investment adviser must be registered with the U. The RIA firms had no subjective input. The FT then invited qualifying RIA firms — more than 2, — to fill inveatment a lengthy application that gave more information about their practices. The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser.

To qualify, companies must have been founded and generating revenue by March 31, They must be U. Horizon Investments was ranked in The Inc. They had to be U. To qualify, companies must be U. Horizon Investments was ranked inand in As always, Inc. Horizon ranked in More information about the Inc. Importantly, for every goal, each stage has its own overarching objective and risk.

Founded inHorizon provided investment advice to individual clients while utilizing a process based on quantitative analysis. Today our investment process balances quantitative expertise with a qualitative perspective, including economic, fundamental and geopolitical analysis. As a result, financial advisors turn to Horizon for our innovative risk mitigation and retirement income strategies. Robbie Cannon is the president and chief executive officer CEO of Horizon Investments, an award-winning asset management and consulting firm.

Cannon began his career in finance in and became the owner of Horizon in During his tenure, the firm has grown from a small, regional RIA to a multi-billion dollar third-party investment manager and a nationally recognized leader in emerging discipline of Goals-Based investing. He speaks regularly on a broad range of investing, risk management, and financial planning topics.

In these capacities, he oversees all aspects of the Investment Management division for the firm. He also provides the Investment Management division with Macro analysis and interpretation of global derivatives, credit, foreign exchange, equity, and funding markets.

Prior to Horizon, Mr. Ladner founded and ran the equity swap investmeht forwards portfolio while also managing equity option and volatility portfolios. He also co-founded and managed the Risk Arbitrage and Special Situations portfolio. Prior to joining Horizon, Mr. He began his career as a portfolio manager and equity analyst with Victory Asset Management where he managed client portfolios and followed the consumer cyclical sector.

He then joined the leadership team in helping to launch the mutual horizo business — The Victory Funds. Drahzal went on to become sales manager for the fund family and ultimately sales manager for the institutional asset management business.

Drahzal subsequently joined Prudential Investments and was responsible for strategic account relationships across mutual funds, separately managed accounts, variable annuity and sub-advisory businesses. At Prudential, Mr. Drahzal is a graduate of Skidmore College with a B. Terry is Head of Finance and oversees all financial functions of Horizon including reporting, budgeting, banking, and capital raising. Steve is a member of Horizon’s Executive Committee.

Prior to joining Horizon inMr. Terry spent over a decade in Private Equity, building businesses across a number of industries.

He co-founded Catamaran Investment Horizon investment fund, investkent buy-and-build investment strategy in asset management, in partnership with an industry leader. Steve began his career at Capital One, where he managed several areas of the consumer lending business. Liz Cogswell is the Director of HR. Her broad experience includes benefits, employee relations, payroll and talent acquisition.

She works with the Executive Team to lead HR initiatives including policy design, performance management and HR workflow development. Invwstment to joining Horizon Investments inMrs. Cogswell has a degree in Finance from Georgia State University. DeBoer is responsible for establishing Horizon’s technology strategy and leading all aspects of infestment firm’s technological development. He works in a consultative manner with senior executives and department heads to implement technology that improves departmental efficiency.

In addition, Mr. DeBoer manages a team with extensive software development expertise in the creation, management and expansion of the firm’s proprietary technology platform that has been white-labeled by major independent broker-dealers. He began his career as a member of the product support team for online banking at Bank of America.

Subsequently, he joined Horizon Investments in December as a research analyst tasked with using data on individual equity securities to make ETF recommendations. Hotizon few years later, Mr. DeBoer added a head trading ETFs role to his research responsibilities and was instrumental in building out relationships, processes and technology for executing large block ETF trades across multiple custodians.

Shortly thereafter, he was tasked with leading the firm’s technology efforts, most notably in the area of software application development. DeBoer has been tinkering with computers and code since middle school, and is a code contributor to several open-source software projects. He is a graduate of the University of North Carolina at Charlotte with a bachelor’s degree in business administration with a concentration in finance and economics.

Prior to joining Horizon in Mr. McVeigh spent 11 years at TradeKing, an online stock and options brokerage, where he was responsible for account acquisition and asset growth. The firm was acquired by Ally Financial and post-acquisition he was responsible for rebranding efforts and marketing growth strategies. McVeigh holds a B. Prior to joining Horizon Investments, Mr.

Allen managed the investments at a multi-billion-dollar single-family office. Averitt joined Horizon Investments in April Previously, Mr. Averitt worked as a senior consultant and lead software engineer for Kalsi Engineering, a high technology engineering consulting firm. His expertise is in the development of proprietary engineering software products. His experience includes a broad range of software development skills including mathematical modeling, interface design, programming, integration, testing, and marketing.

Blocker specializes in quantitative analysis and portfolio construction using traditional and alternative investment strategies. Blocker is responsible for screening fudn opportunities and portfolio optimization.

Blocker also holds the CAIA designation. Before Horizon, Mr. Fjnd played shortstop for the Colorado Rockies organization. Bryant is a member of the consulting team at Horizon Investments, focusing on asset allocation, security selection, hoeizon portfolio construction for customized client solutions. Ingestment managed relationships with high net worth and mass affluent clients, focusing on building books of businesses for the Wealth Management Advisors he supported.

Clark is an Associate Professor of Finance at UNC Charlotte where he conducts research in the areas of mathematical finance, derivative securities, asset pricing, and financial econometrics.

He has a Ph. Dickson serves as Head of Portfolio Management and in this role oversees all investment strategies managed by Horizon.

His research is published in scholarly journals and he frequently speaks on these topics at industry conferences. In previous roles at Horizon, he served as Director of Structured Financial Solutions and as a portfolio manager with an emphasis on retirement income and protection strategies. Dickson specializes in the areas of empirical asset pricing, portfolio construction, and factor models.

Both during and after his Ph. Prior to earning his Ph. Fitch joined Horizon Investments in January Serving as the senior portfolio analyst for the Horizon One Consulting team, he oversees a team within the Investment Management division focused on asset allocation, security selection, and portfolio construction for customized client solutions.

In addition to helping these clients manage a goals-based investment inevstment, he provides fund research and manager due diligence to the Investment Management ivestment at Horizon. Prior to this role, Mr. Fitch was a research analyst at Horizon providing fundamental research to the Investment Management division in addition to supporting the firm in its trading operations and performance measurement functions. Hill is part of the Investment Management division at Horizon Investments focusing on and providing investment insight on a broad range of asset allocation decisions from a global macro and derivatives perspective.

Josh Rohauer is part of the investment strategies team at Horizon Investments focusing on Fixed Income and Options strategies.

Prior to joining Horizon Investments inMr. Over 14 years at Wells Fargo, Mr. With three decades of investment management experience, Mr. Saba is responsible for the management of Horizon’s dividend invedtment equity portfolio strategies and also contributes bottom-up, fundamental research for the investment team.

Dickson specializes in the areas of empirical asset pricing, portfolio construction, and factor models. Individual Investor. View All Fund Companies. She spent a total of 18 years in multiple roles in sales, business development and product development at Russell. Past performance is not indicative of future results. The average investtment ratio from all mutual funds is 1. To qualify, companies must have been founded and generating revenue by March 31, The oldest fund launched was in Long term includes 5-year and year returns. View All Categories. Investing Essentials. Hence, she invests her savings in a home and fixed-income securities that will mature in fuhd next 20 years. Matt Chambers. Our focus is on goals-based investment strategies, to help financial advisors and their clients improve the investment experience relative to real world, prioritized financial goals. Check your email and confirm your subscription horizon investment fund complete your personalized experience. Portfolio Management. Drahzal subsequently joined Prudential Investments and was responsible for strategic account relationships across mutual funds, separately managed accounts, variable annuity and sub-advisory businesses.