A complete list of active advisors currently associated with Horizon Capital Management, Inc.

Warmer can help you find a great advisor at Horizon Capital Management, Inc. or one who fits your needs even better.

Horizon Capital Management provides discretionary separately managed account (SMA) investment management to individuals and small-business clients, including IRAs, trusts, and small-business retirement plans. It delivers fee-only portfolio management through custodial SMAs at Altruist Financial, without offering performance-based fee arrangements. The firm employs an active, multi-method investment process that combines fundamental, technical, and chart analysis to tailor strategies to client goals, and it adjusts allocations between mutual funds, ETFs, and individual stocks based on market conditions. Horizon offers distinct model strategies—a lower-risk fund model, a higher-risk stock model, and a Biblically Responsible Investing (BRI) model that uses an Inspire Impact score—and may use margin selectively while prioritizing cash management for downside protection. Notable features for a small advisory firm include its use of an institutional SMA platform with direct fee deduction (constructive custody) and daily monitoring of holdings, while clients retain proxy-voting authority. The firm also discloses an ancillary business that provides administrative and recordkeeping services to an unrelated adviser managing funds, a relationship the firm says does not involve investment decision-making or solicitation.

To learn more about the advisors currently working at Horizon Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Dexter Lyons profile photo Dexter Lyons
Lafayette, LA
7
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