12 hours ago
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.
