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.
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/