Pacific Horizon Investment Trust

Horizon Investments, Provider of Goals-Based Investment Solutions, Announces Two Major New Hires

Retrieved on: 
Thursday, August 24, 2023
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“We are uniquely positioned at Horizon to be a premier provider of goals-based solutions for the mass-affluent segment of the market.

Key Points: 
  • “We are uniquely positioned at Horizon to be a premier provider of goals-based solutions for the mass-affluent segment of the market.
  • To do that, we need to continually assess, refine, and add to our offerings and to what is already an industry-experienced team.
  • We are thrilled to be welcoming Devansh and Phil into these key roles,” said John Drahzal, President & CEO of Horizon Investments.
  • “Investing for the future is a personal experience, and we believe personalized approaches are what best serve clients.”

Horizon Investments Promotes Calvin DeBoer to Chief Technology & Operations Officer

Retrieved on: 
Monday, September 19, 2022
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Horizon Investments, LLC , an industry-recognized firm providing modern goals-based investment management, today announced Calvin DeBoer, formerly Head of Digital Product & Technology, has been promoted to Chief Technology & Operations Officer (CTO/COO).

Key Points: 
  • Horizon Investments, LLC , an industry-recognized firm providing modern goals-based investment management, today announced Calvin DeBoer, formerly Head of Digital Product & Technology, has been promoted to Chief Technology & Operations Officer (CTO/COO).
  • Mr. DeBoer had previously overseen a wide range of digital product and technology initiatives, including employee-facing software tools, advisor-facing software, information security and more.
  • In this newly created role, he will retain those responsibilities while also overseeing the firms trading, operations, performance reporting and data functions.
  • Mr. DeBoer has been a member of the Horizon team since 2007 when he joined as a research analyst.

RetireOne, Midland National Announce Constance Enhancements to Bring Portfolio Income Insurance Solution to All Fee-Based Financial Advisors

Retrieved on: 
Thursday, May 26, 2022
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RetireOne , the leading platform for fee-based insurance solutions, and Midland National Life Insurance Company (Midland National), today roll out a number of enhancements to Constance a unique, zero-commission portfolio income insurance solution designed expressly for RIAs.

Key Points: 
  • RetireOne , the leading platform for fee-based insurance solutions, and Midland National Life Insurance Company (Midland National), today roll out a number of enhancements to Constance a unique, zero-commission portfolio income insurance solution designed expressly for RIAs.
  • Serving over 1,000 RIAs and fee-based advisors since 2011, RetireOne is the leading, independent platform for fee-based insurance solutions.
  • For more than 115 years, Midland National Life Insurance Company (Midland National) has been an industry leader, crediting the companys strength to its commitment to stability, innovation, and dedicated customer service.
  • Founded as Dakota Mutual Life Insurance Company in 1906, Midland National has protected families and preserved legacies for generations.

Horizon Investments Names Candace Roane Head of Marketing

Retrieved on: 
Thursday, May 12, 2022
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Horizon Investments, LLC , an industry-recognized firm providing modern goals-based investment management, today announced that Candace Roane has been named Head of Marketing.

Key Points: 
  • Horizon Investments, LLC , an industry-recognized firm providing modern goals-based investment management, today announced that Candace Roane has been named Head of Marketing.
  • Ms. Roane brings more than 20 years of financial services industry experience to this role, which reports to Horizon CEO John Drahzal.
  • She served as Director of Marketing, leading all aspects of the firms marketing communications and content development efforts.
  • The Horizon story is one I immediately gravitated toward as I learned more about the firm and this opportunity, said Ms. Roane.

First Trust Announces Shareholder Approval of the New Investment Sub-Advisory Agreement for First Trust Horizon Managed Volatility Developed International ETF

Retrieved on: 
Monday, April 11, 2022
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First Trust Advisors L.P. (FTA) announced today that shareholders of First Trust Horizon Managed Volatility Developed International ETF (NYSE Arca: HDMV) (the Fund), a series of First Trust Exchange-Traded Fund III (the Trust), voted to approve a new investment sub-advisory agreement with Horizon Investments, LLC (Horizon).

Key Points: 
  • First Trust Advisors L.P. (FTA) announced today that shareholders of First Trust Horizon Managed Volatility Developed International ETF (NYSE Arca: HDMV) (the Fund), a series of First Trust Exchange-Traded Fund III (the Trust), voted to approve a new investment sub-advisory agreement with Horizon Investments, LLC (Horizon).
  • The Board previously approved a new investment sub-advisory agreement (the New Sub-Advisory Agreement) among the Trust, on behalf of the Fund, FTA and Horizon.
  • As the investment sub-advisor to the Fund, Horizon is responsible for the selection and ongoing monitoring of the securities in the Funds investment portfolio.
  • Horizon was formed in 1995 and serves as investment advisor to investment portfolios with approximately $6.96 billion in assets which it managed as of September 30, 2021.

First Trust Announces Shareholder Approval of the New Sub-Advisory Agreement for First Trust Horizon Managed Volatility Domestic ETF and Adjournment of Special Shareholder Meeting for First Trust Horizon Managed Volatility Developed International ETF

Retrieved on: 
Thursday, March 31, 2022
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The Board previously approved a new investment sub-advisory agreement (the New Sub-Advisory Agreement) among the Trust, on behalf of each Fund, FTA and Horizon.

Key Points: 
  • The Board previously approved a new investment sub-advisory agreement (the New Sub-Advisory Agreement) among the Trust, on behalf of each Fund, FTA and Horizon.
  • There can be no assurance that the shareholders of HDMV will vote to approve the New Sub-Advisory Agreement for the Fund.
  • As the investment sub-advisor to the Funds, Horizon is responsible for the selection and ongoing monitoring of the securities in each Funds investment portfolio.
  • Information about the trustees and officers of the Trust may be found in the Funds annual reports previously filed with the SEC.

Horizon Investments Announces Three Promotions Within its Consulting Team

Retrieved on: 
Monday, January 10, 2022
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Horizon Investments, LLC , is today announcing three key promotions within its Consulting team, which provides customized investment support to the firms growing roster of consulting clients.

Key Points: 
  • Horizon Investments, LLC , is today announcing three key promotions within its Consulting team, which provides customized investment support to the firms growing roster of consulting clients.
  • As the consulting teams first analyst, Austin has helped build a successful practice designed to empower the firms top clients, said Kevin Blocker, Head of Consulting Solutions at Horizon Investments.
  • Mr. Smith has been part of the Horizon team since 2017, and in his new role he leads Horizons investment management function for the firms consulting clients.
  • Prior to joining Horizon Investments, he served as Client Relationship Consultant with TIAA in its Individual Advisory Services group.

Horizon Investments Announces Two Promotions Within Its Investment Management Team

Retrieved on: 
Monday, January 10, 2022
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Horizon Investments, LLC , is today announcing two key promotions within the ranks of its investment management team.

Key Points: 
  • Horizon Investments, LLC , is today announcing two key promotions within the ranks of its investment management team.
  • Mr. Allen has been part of the Horizon team since 2019, most recently as Quantitative Researcher.
  • Horizon Investments, a registered investment adviser with approximately $7 billion assets under advisement as of September 30, 2021, is a pioneer in providing modern goals-based investment management designed to help financial advisors and their clients achieve their financial goals.
  • Through its goals-based investment solutions, Horizon aims to simplify communication and improve the investing experience across a variety of market environments.

First Trust Announces Shareholder Approval of the New Sub-Advisory Agreement and Adjournment of Special Shareholder Meeting for First Trust Horizon Funds

Retrieved on: 
Tuesday, December 7, 2021
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The Board previously approved a new investment sub-advisory agreement (the New Sub-Advisory Agreement) among the Trust, on behalf of each Fund, FTA and Horizon.

Key Points: 
  • The Board previously approved a new investment sub-advisory agreement (the New Sub-Advisory Agreement) among the Trust, on behalf of each Fund, FTA and Horizon.
  • As the investment sub-advisor to the Funds, Horizon is responsible for the selection and ongoing monitoring of the securities in each Funds investment portfolio.
  • The Transaction did not impact the day-to-day operations of the Funds, and the portfolio managers of each Fund remain the same.
  • Information about the trustees and officers of the Trust may be found in the Funds annual reports previously filed with the SEC.

Altamont Capital Partners Completes Strategic Investment in Horizon Investments

Retrieved on: 
Tuesday, November 30, 2021
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Horizon Investments, LLC (Horizon), a registered investment advisor with $7 billion in assets under advisement, today announced that Altamont Capital Partners has successfully completed its strategic investment in the firm, providing Horizon with key resources that will allow Horizon to further cement its position as a leader in goals-based investment solutions.

Key Points: 
  • Horizon Investments, LLC (Horizon), a registered investment advisor with $7 billion in assets under advisement, today announced that Altamont Capital Partners has successfully completed its strategic investment in the firm, providing Horizon with key resources that will allow Horizon to further cement its position as a leader in goals-based investment solutions.
  • The strategic insights and capital provided by the Altamont team could not be more complementary to our deep subject matter expertise, technical capabilities and industry knowledge.
  • Dave Odenath, Operating Partner at Altamont, joins the Horizon Investments board of directors and also assumes the role of Executive Chairman.
  • Altamont Capital Partners is a private investment firm based in the San Francisco Bay Area with more than $3.5 billion of assets under management.