“What you deserve from your personal money manager”

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Our Goals at Horizon Investment Services Are Simple

  1. Seek to provide outstanding investment results balanced with the appropriate level of risk for different investment objectives. Horizon Investment Services is the sister company to Horizon Publishing Company, which has been publishing the nationally known investment newsletter, Dow Theory Forecasts, for individual investors since 1946.
  2. Provide cost-efficient retirement-plan services that are designed for you and your employees. We have developed a relationship with a third party administrator to provide affordable, flexible and customized 401(k)/profit sharing services. Your employees could benefit from our commitment, resources, and experience to establish a retirement plan for your business.
  3. Keep fees at a minimum. We are big believers that fees matter in terms of fund performance. We receive no fees from anyone other than you, the plan provider, and our fees will not vary based on the mix of investments chosen by the plan participants. This independence keeps us flexible and objective.
  4. Conduct quality employee education. The best investment plan in the world does nothing for employees if they do not have a clear understanding of the need and ways to plan for their retirement. Our employee education program is geared toward the non-investor, and is designed so that employees will not feel intimidated by a subject that may be unfamiliar.

It is our number one priority to serve our clients with an outstanding standard of service. We will be accessible to you and your employees for any investment plan questions you may have.

IYDPACO-F6 - 6/20/06

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Chuck Carlson, President Richard Moroney, Vice President