Horizon — A Better Way to Invest

At Horizon Bank we take the time to get to know you, your family, and your financial goals. There are no hidden fees or agendas and no proprietary products – we are simply a team of local professionals dedicated to managing your investments wisely, using solid strategies, and providing sensible advice tailored to you. We believe you shouldn’t have to sacrifice personal service to get dynamic, diverse, and experienced investment management.

  • Dynamic Asset Allocation

    Your asset allocation mix will be based upon your goals and our current assessment of market conditions, providing you with optimal diversification, even in a turbulent market.

  • Diversification

    While risk increases and decreases over time based on several factors, it never disappears. Our Best in Class asset managers will help you diversify risk and enhance your potential return.

  • Peace of Mind

    By entrusting your investments to Horizon, you can let go of the day-to-day responsibilities of managing your portfolio and focus on the other important things in your life.

Why We're Better

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    Transparent Fee Structure
    Our fee structure ensures our interests align with yours. We receive a flat percentage of your account value each month. Our advisors are not paid more for selling certain types of investments, and there are no added fees based on your transaction volume.
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    On-Site Consultants
    We believe that personal relationships count. That's why we can meet face-to-face to review your investment strategy. You won't wait for answers or waste time talking with someone who doesn't know your portfolio.
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    No Proprietary Investment Products
    Unlike many brokerage firms, Horizon does not create and market its own set of investments. We never have a conflict of interest when it comes to choosing the products that best suit your goals.
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    Continuing Education
    In a constantly changing world, our advisors are more highly trained than typical brokers and hold multiple certifications that require rigorous continuing education.
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    Ongoing Oversight
    Each year we undergo a state examination and a thorough audit by an independent accounting firm to assess our financial standing and account management. Vastly different from individual brokerage offices audited every five years. 
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    Client Reviews
    In addition to our audit process, regulations require that we review all clients' accounts annually. Brokers don't have this requirement.

Simple Approach to Structured Investment Management

Customized Strategy

Whether you are an individual, business owner, or a representative of a not-for-profit organization, you’ll benefit from a customized investment strategy specific to your short-term and long-term needs.

Portfolio Rebalancing

As your personal goals, risk tolerance, and time horizon change, you can expect a reallocation of investment assets. Your asset allocation mix will be based on our current assessment of market conditions, providing you with optimal diversification.

Sensible Advice

You’ll have easy access to your account through a secure online page via any internet-enabled device. You will also benefit from sensible advice from experienced Horizon Bank advisors who will keep you abreast of today’s economic environment and ensure you a diverse portfolio.

Experts at the Ready

If you want to take charge of your own investments, we offer investment advisory accounts.

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Schedule your free investment review.

What services are you interested in?

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Investment vehicles made available through Horizon Trust & Investment Management are: Not deposits or other obligations of, or guaranteed by Horizon Bank; Not insured by the FDIC; Subject to investment risks, including possible loss of principal.

 

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