CHARLOTTE, N.C.–(BUSINESS WIRE)–Horizon
Investments, a goals-based asset management firm, announced today
that Zachary Hill has joined the firm as Global Macro Strategist. Clark
Allen was named Assistant Portfolio Manager. Both will be based in
Charlotte, N.C.
Prior to joining Horizon, Hill served as a Portfolio Manager for Cold
Spring Asset Management in New York and was a director, foreign exchange
option trading, with Wells Fargo. In his new role, he will provide
investment insight and opinions on a broad range of asset allocation
decisions for the firm from a global macro and derivatives perspective.
Allen comes to Horizon from Bronx West/Simon Equity Partners, where he
was an Investment Manager. At Horizon, he will focus on portfolio
allocation and strategy.
“Having Clark and Zach on board will deepen our expertise in derivatives
and global macro investing as well as in foreign exchange and ESG
(environmental, social and governance),” said Scott Ladner, Chief
Investment Officer at Horizon. “As we launch more strategies and enter
new markets, we plan to continue to grow our investment management team
and add new capabilities.”
Allen and Hill join an investment team whose expertise includes
fundamental stock picking, quantitative analysis, equity and fixed
income derivatives, computer science and machine learning, and global
macro investing. Their addition to the team reflects the ongoing growth
at Horizon, driven by the continued adoption of the firm’s goals-based
asset management strategies by the financial advisor community.
Over the last decade, Horizon has pioneered the creation of
outcome-driven investment portfolios and technology tools aligned with
the three major stages along the wealth curve: accumulation,
preservation, and distribution. Its GAIN PROTECT SPEND® strategies are
built around a series of actively managed global portfolios, designed to
provide a path for advisors to help clients reach retirement, lifestyle,
and philanthropic goals.
Award winning strategies
Horizon has been recognized by the industry for its innovative approach
to helping clients achieve their investing and lifestyle goals. In 2018,
the firm was named Asset Manager of the Year ($25 billion in AUM or
less) by the Money Management Institute (MMI) and Barron’s. In
addition, Horizon was recognized as “2018 Asset Manager of the Year” and
“2018 Strategist of the Year” by Envestnet and Investment Advisor
Magazine.
About Horizon
Horizon is a pioneer in providing modern goals-based investment
management. With a focus in goals-based investment strategies, Horizon
is dedicated to helping financial advisors and their clients improve the
investment experience relative to real world, prioritized financial
goals. Horizon’s investment process balances quantitative expertise with
a qualitative perspective, including economic, fundamental and
geopolitical analysis. Financial advisors turn to Horizon for innovative
risk mitigation and retirement income strategies. Rooted in a global
active investment approach, Horizon’s GAIN PROTECT SPEND® framework,
combined with its investment management methodology, has been a
cornerstone of Horizon’s portfolio construction process for over a
decade.
All investing involves risk, and clients may lose money. Award
information is not complete without the following: horizoninvestments.com/awards/
Contacts
Mike MacMillan/David Savino
MacMillan Communications
212.473.4442
[email protected]
