Horizon Investment Services

 
 
 
 

Introducing Horizon Investment Services, LLC

Horizon Investment Services, LLC is a registered investment advisor with the Securities and Exchange Commission. Our offices are in Hammond, Indiana and Chicago, Illinois.

Horizon Investment Services is the sister company of Horizon Publishing Company, the publisher of Dow Theory Forecasts, Upside, and DRIP Investor newsletters. According to the independent Hulbert Financial Digest, Dow Theory Forecasts ranks among a select group of newsletters that outperformed the market (identified as the Wilshire 5000) for the eight years, 10 years, and 15 years ended January 31, 2013.

Horizon Investment Services was established with the same high standards that have become the hallmark of the more than 66-year track record set by Horizon Publishing Company.

  • Horizon Investment Services was formed in 1997 to provide subadvisory services for a mutual fund. In 2000, partly as a response to newsletter subscribers’ requests for assistance managing their assets, Horizon started its Separately Managed Account business.

  • Portfolio consultant to the Unit Investment Trust division of a major investment firm. UIT assets are invested in quantitative strategies developed by Horizon Investment Services. Strategies include BRIC, sector-rotation, enhanced-index, and contrarian.

  • Consultant to a major index provider. 

  • Research staff includes four individuals who earned the right to use the Chartered Financial Analyst (CFA) designation. Four MBAs on staff (two University of Chicago MBAs and one each from DePaul and Indiana).