“What you deserve from your personal money manager”

Why Horizon Investment Services

Our beliefs: Having money has its benefits, to be sure, but it is not without burdens. Chief among them is the responsibility to preserve and invest assets to meet the long-term needs of present and future generations. That’s not an easy job. As net worth increases, financial complexity expands exponentially. Investment needs and options multiply. Planning ahead for retirement, college tuition, or other long-term financial goals can easily become overwhelming.

Horizon Investment Services guides investors at all stages of life with their financial needs. By staunchly adhering to our principles of integrity and independence, we believe our approach to money management earns client trust and confidence through:

  • Striving to help investors build, preserve and enjoy wealth, since 1997.
  • Experienced investment professionals working together, striving to deliver consistent, reliable performance and outstanding client service.
  • Disciplined research processes designed to establish an information advantage by developing and applying a quantitative ranking system through fundamental research and analysis.
  • Prudent long-term perspective committed to investment strategies that we believe continue to stand the test of time.

Horizon Investment Services could be just the right size for investors who seek personalized attention. Your personal account is individually managed. You always will have complete personal access to any of our research staff and you may call, email or visit anytime to discuss your portfolio. We know that your investment strategies can change as your life changes, so we stay in touch and in tune with you as you progress on life’s journey.

No one, us included, can guarantee your investment results. On that score, we promise to do our professional best on your behalf. Beyond that, we can guarantee our commitment to seek to provide a world-class level of service.

Horizon Investment Services cares about its clients — and we listen. We understand that we succeed only if you succeed. Our goal is to build and preserve wealth for our clients by providing honest, objective advice with personalized attention. This is our passion and our life’s work… and this is how we measure ourselves. We strive to serve our clients with the highest standards of ethics, integrity and professionalism.

Call us today at 800-711-7969 to discuss your investment objectives and to get started in an investment program that is right for you.

IYDWH10-D9 - 4/22/09

Chuck Carlson, President Richard Moroney, Vice President