Horizon Investments
Empower the Advisor®
Brad Stoehr
Central Divisional Director, Horizon Investments
Brad Stoehr is responsible for directing the sales team and sales in the MidAtlantic Region at Horizon. He focuses on empowering the sales team and advisors to become successful with Horizon’s goals-based strategies. Mr. Stoehr majored in Finance at Clemson University.
Phone: 704.562.6345
Email: [email protected]
ABOUT HORIZON INVESTMENTS
Horizon Investments is a modern, goals-based investment manager and think tank. With our focus in goals-based investment strategies, we are dedicated to helping financial advisors and their clients improve the investment experience relative to real world, prioritize financial goals.
Founded in 1995, Horizon provided investment advice to individual clients while utilizing a process based on quantitative analysis. Today our investment process balances quantitative expertise with a qualitative perspective, including economic, fundamental and geopolitical analysis. Horizon provides goals-based investment solutions and support technology for financial advisors and their clients, creating outcome-driven investment portfolios aligned with the three major stages along the wealth curve: accumulation, preservation, and distribution. Their GAIN PROTECTSPEND® strategies are built around a series of actively managed global portfolios, designed to dynamically align investment solutions with real-world client goals.
Advisor Services
Horizon is a leading provider of modern goals-based investment management. We work in partnership with you to deliver investment strategies that align clients’ wealth with their life goals.
More About Us
Provide goals-based investment management strategies that empower financial advisors to help their clients achieve their most important financial objectives throughout life.
Dashboard
Financial planning. Simplified. Easy-to-use guidance tools for every stage of your client’s financial journey. Tools and resources for the technology empowered advisor.
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