As an independent firm, we are dedicated to offering sound advice, objective guidance, and building trusted relationships based on our clients' unique needs and circumstances. We are passionate about helping our clients pursue their goals. By working closely with them, we strive to help them feel confident with their investments and progress.
Through a holistic five-step investment process, we are committed to creating customized strategies that address a client's whole financial picture. Successful sector investing is dependent upon an accurate analysis about when to rotate in and out. Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Through a holistic five-step investment process, we are committed to creating customized strategies that address a client's whole financial picture. Successful sector investing is dependent upon an accurate analysis about when to rotate in and out. Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Services
Horizon Investment Group, Inc. was founded with the goal of helping people pursue their financial goals. Led by Julie Simmons, CFP(R), a financial advisor with more than 35 years of experience, our firm understands that our clients aren't just looking for an advisor to provide investment advice; they're looking for an advisor with whom they can trust and build a long-lasting relationship.
At Horizon Investment Group, Inc., we believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experience and independent model allow us to tailor investment solutions and financial planning strategies to each client's unique needs and goals.
At Horizon Investment Group, Inc., we offer a wide range of services, including investment management and comprehensive financial planning. Wherever they are in life, we can help our clients develop a strategy, whether they're growing their family, transitioning in their career, or preparing for retirement.
At Horizon Investment Group, our primary compensation method is fee-based. Fee-based means our compensation is based on a set percentage of a client's invested assets, as opposed to receiving a commission. Fee-based services rely on an ongoing relationship. We meet at least once a year to ensure your investment policy is on track towards its goals.
At Horizon Investment Group, our goal is to better position clients' portfolios for accumulation, preservation, and distribution of wealth. Our investment process offers our clients access to the knowledge, resources, and experience of professional investment managers while receiving ongoing guidance from us, your investment adviser representatives.
