Devansh Patel Email

Head Corporate Strategy . Horizon Investments

Current Roles

Employees:
143
Revenue:
$35.7M
About
Horizon is a leading provider of modern goals-based investment management. We work in partnership with financial advisors to deliver investment strategies that align clients wealth with their life goals. OUR MISSION: Provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their most important financial objectives throughout life. True investment success is all about meeting the most important life goals that your clients have set out for themselves, their families and even the world at large. That's why Horizon's approach is built on a commitment to goals-based investment management. A goals-based approach can help investors position their wealth to support the key financial results they seek throughout their lives. When your clients align their wealth with their goals, they achieve something that most people can only hope for: The financial security they need to live life on their terms.
Horizon Investments Address
6210 Ardrey Kell Road
Charlotte, NC
United States
Horizon Investments Email

Past Companies

Horizon Investments®Head of Corporate Strategy
Ziegler Capital Management, LLCBoard Member and Senior Managing Director - Chief Revenue and Strategy Officer
GIA Partners LLCBoard Member

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