A complete list of active advisors currently associated with Horizon Investment Services, LLC.

Warmer can help you find a great advisor at Horizon Investment Services, LLC. or one who fits your needs even better.

Horizon Investment Services provides discretionary portfolio management and sub‑advisory services to individual and high‑net‑worth clients, as well as to retirement plans, trusts, foundations, corporations, and other financial institutions. The firm also offers model portfolios and advises or licenses investment strategies for third‑party sponsors, including unit investment trusts and equity‑based index products. Investment decisions are driven by a proprietary quantitative stock‑rating system (Quadrix®) used alongside fundamental research to construct diversified equity and equity/income strategies; Horizon applies a consistent buy‑and‑sell discipline across client accounts and may employ long‑term, short‑term, or occasional trading as market conditions dictate. The firm manages wrap accounts and sub‑advisory relationships on terms intended to be consistent with how it manages its directly held accounts. Horizon’s business model includes several less common features for a firm of its size: it provides advisory services directly to other investment advisers and participates in wrap‑fee programs, licenses its stock‑selection methodology and model portfolios to external sponsors for fees, and receives revenue‑sharing for certain index products. The firm also engages paid solicitor/endorsement and testimonial arrangements under the Marketing Rule and discloses those arrangements to prospective clients; it maintains policies (for example, delaying trading on small‑cap newsletter recommendations) to address potential conflicts arising from its affiliation with Horizon Publishing Company.

To learn more about the advisors currently working at Horizon Investment Services, LLC., 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.