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Business Wire
12 hours ago
- Business
- Business Wire
Horizon Adds Three ETFs to Its Growing Lineup of Solutions Tailored to Today's Modern Financial Advisor
CHARLOTTE, N.C.--(BUSINESS WIRE)-- Horizon, a provider of highly customized investment and technology solutions designed to fuel the growth of financial advisors, launched three new Exchange Traded Funds today on the Chicago Board Options Exchange (CBOE). 'These new funds are designed to help advisors tackle three portfolio challenges: generating income, mitigating risk, and building a stronger core,' said Horizon's Head of ETFs Clark Allen. The funds join the two ETFs the firm introduced in January and represent the latest advancement to the ways in which Horizon can deliver its goals-based approaches to financial advisors and their clients. Joining the Horizon ETF solutions lineup today are: Horizon Core Equity ETF (STOX): Built around a multi-factor active process, the strategy seeks to achieve higher overall volatility than the broad equity market. It aims to enhance total return potential through the tactical use of put spreads, which may help boost income and reshape the portfolio's risk exposure. Horizon Dividend Income ETF (DIVN): Uses rigorous qualitative and quantitative analysis to identify companies with a history of stable and growing dividends, aiming to provide current income and long-term capital appreciation opportunities. Horizon Managed Risk ETF (SFTY): Dynamically adjusts its market exposure based on real-time volatility signals, seeking to deliver reduced volatility during turbulent markets while maintaining opportunities for meaningful upside participation. SFTY seeks to achieve its objectives through the use of Horizon's proprietary Risk Assist® process, a rules-based risk management process that involves daily evaluation of market conditions and reduces equity exposure during periods of elevated volatility. 'At Horizon, everything we do is viewed through the lens of how we can empower financial advisors to help their clients reach their financial goals. In conversations with our advisor clients, it became clear there was a gap among tactical approaches to navigating today's complicated markets,' said John Drahzal, President & CEO of Horizon. 'We're thrilled to be bringing these ETFs to market as we continue our efforts to build out that set and to give advisors a more complete range of choices, not just in product strategies but in product wrappers as well.' 'These new funds are designed to help advisors tackle three portfolio challenges: generating income, mitigating risk, and building a stronger core,' said Horizon's Head of ETFs Clark Allen, CFA ®, CPA, CAIA ®. 'STOX, DIVN, and STFY will play a major role in our ongoing model portfolio efforts and are also now available as standalone solutions for those advisors who take a more bespoke approach to their clients' investments. Every advisor is different, just like every client's journey is different. What they all deserve are the strongest possible building blocks to help make their plans and goals a reality. We're excited to be launching these funds today and for all we have planned on this front in the weeks and months to come.' Horizon's team of experts publishes regular commentary for advisors and clients on market moves and other trends of note, which can be seen on our Insights page. About Horizon Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals. More than an investment firm, Horizon helps fuel the growth of advisory practices by offering deep expertise, proprietary technology, and customized support. Sitting at the intersection of financial technology, wealth management, and investment solutions, Horizon's unique approach enables advisors to transform their practices and focus on what matters most: building meaningful relationships and guiding clients toward their financial goals. Horizon has advisor clients across the country and is headquartered in Charlotte, North Carolina. For more information, please visit Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the fund, please click here. or call 866-371-2399. Please read the prospectus carefully before investing. Investing involves risk, including potential loss of principal. There is no assurance that the fund will meet its objective. Investments in securities in general are subject to market risks that may cause their prices to fluctuate over time, and the Fund's investments may decline in value due to factors affecting securities markets generally or to individual fund holdings. The value of investments in fixed income securities and securities in which the underlying investments are fixed income securities are expected to fluctuate with changes in interest rates. Investments in options involve risks different from, or possibly greater than, the risks associated with investing directly in securities, including leverage risk, tracking risk and, in the case of over the counter options, counterparty default risk. Option positions may expire worthless exposing the Fund to potentially significant losses. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Horizon ETFs are distributed by Quasar Distributors, LLC.
Yahoo
22-04-2025
- Business
- Yahoo
Horizon Investments' Acquisition of Centre Asset Management Has Closed, Further Enhancing Firm's Investment Solutions Capabilities
CHARLOTTE, N.C., April 22, 2025--(BUSINESS WIRE)--Horizon Investments, LLC, a leader in providing the financial advisor community with highly customized investment and technology solutions, is today sharing that its previously announced transaction to acquire a majority of the assets of Centre Asset Management has closed. The addition of Centre, a New York-based active equity manager founded in 2006, to the Horizon suite of solutions is indicative of the firm's ongoing efforts to enhance its fast-growing range of capabilities for financial advisors. "As we discussed when we announced these plans in late 2024, the active equity expertise of Centre is a compelling addition to our in-house investment management team," said John Drahzal, President & Chief Executive Officer of Horizon. "For over 30 years, Horizon has helped thousands of financial advisors build stronger, more efficient practices while delivering meaningful outcomes for their clients, and the insights and approaches that James Abate, who led Centre, and his colleagues now add to our arsenal come at a pivotal time in navigating these challenging markets." "Our clients count on us to deliver, because their clients count on them — James and his team recognize the critical role expectational certainty® plays in supporting our clients' goals," added Scott Ladner, Chief Investment Officer with Horizon. "I could not be more excited to be welcoming them as our colleagues and furthering the Horizon Investments mission together." "I am thrilled that we are now part of the Horizon family and believe now, perhaps more than ever, that our differentiated approach to fundamental security selection, is well positioned to play a major role in the construction and management of resilient and differentiated portfolios," added Mr. Abate. Mr. Abate will remain based in New York City, giving Horizon a physical in-market presence in New York for the first time. Terms of the transaction were not disclosed. Horizon's team of experts publishes regular commentary for advisors and clients on market moves and other trends of note, which you can access here. About Horizon InvestmentsHorizon Investments is an industry-recognized firm providing modern goals-based investment solutions to empower financial advisors to help their clients reach their financial goals. Horizon offers deep expertise, high-touch service, and a pioneering goals-based planning philosophy through its GAIN PROTECT SPEND® framework. This approach allows advisors to deliver their clients customized solutions, innovative risk mitigation, and retirement income strategies. More than an investment firm, Horizon helps fuel the growth of advisory practices by providing tools, technology, and support to help advisors transform their practices to focus on what they do best: building meaningful relationships and helping clients reach their financial goals. Horizon has advisor clients across the country and is headquartered in Charlotte, North Carolina. For more information, please visit View source version on Contacts Chris SullivanCraft & Capitalchris@ Sign in to access your portfolio
