Horizon Investment

Horizon Investment Services, LLC is a registered investment adviser dedicated to building and preserving wealth for its clients. The firm focuses on providing honest, objective advice and personalized attention, underpinned by exhaustive research. They manage a variety of portfolios, including equity, mutual fund, income, balanced, and ETF portfolios, primarily for U.S. investors. As a fiduciary, Horizon Investment Services is legally and ethically bound to act in the best interests of its clients.

Established in 1997, Horizon Investment Services was initially formed to offer subadvisory services for a mutual fund. In 2000, the firm expanded its offerings by launching its Separately Managed Account business, a move partly driven by requests from subscribers of its sister company, Horizon Publishing Company, which publishes the Dow Theory Forecasts investment newsletter since 1946.

The firm leverages its proprietary quantitative stock-rating system, Quadrix®, developed by its Chief Investment Officer, Richard Moroney, to identify securities believed to deliver outstanding returns without undue risk. The leadership team includes Charles Carlson, CFA, who serves as Chief Executive Officer. Horizon Investment Services boasts a highly qualified team, including five analysts holding the Chartered Financial Analyst® (CFA®) designation, seven MBAs (with degrees from institutions such as the University of Chicago, DePaul, and Indiana), and one MA from the University of Missouri.

Horizon Investment Services, LLC manages approximately $224.03 million in assets for over 220 individual clients, as well as small businesses and institutional clients. The firm is headquartered in Hammond, Indiana, and is committed to assisting clients in achieving their financial goals through customized investment advice, retirement planning, and wealth management.