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Business Wire
10-07-2025
- Business
- Business Wire
Three Weeks, Seven ETFs: Horizon Completes Wave of New Fund Launches with Two More Actively Managed Funds
CHARLOTTE, N.C.--(BUSINESS WIRE)-- Horizon, a provider of highly customized investment and technology solutions designed to fuel the growth of financial advisors, is concluding a three-week run that saw the firm debut seven new Exchange Traded Funds (ETFs). 'We're proud of today's launch — but even more proud to offer advisors greater flexibility to build customized solutions that address today's toughest portfolio construction challenges," John Drahzal, President & CEO of Horizon. Share Launching today are: Horizon Nasdaq 100 Defined Risk ETF (QGRD): Seeks to provide exposure to the Nasdaq-100 Index while actively managing downside risk through a disciplined options overlay. The fund aims to provide both capital appreciation and capital preservation. Horizon Digital Frontier ETF (YNOT): Aims to achieve long-term capital appreciation by investing primarily in equity securities of companies operating in the digital and technology sectors. The fund seeks to identify and hold the securities of firms at the forefront of digital innovation and transformation. Since launching with two funds in January, Horizon's ETF lineup expanded to include 9 total offerings. The funds are all actively managed and designed to serve as key portfolio building blocks, offering flexible, outcome-oriented strategies that align with a client's unique goals, whether they're focused on building wealth, preserving assets, or preparing for retirement. 'QGRD and YNOT offer growth exposure in the digital space - providing an exciting opportunity to engage with rapidly evolving emerging technologies with a risk-aware approach,' said Horizon's Head of ETFs, Clark Allen, CFA ®, CPA, CAIA ®. 'These strategies enable advisors to take a differentiated approach to applying our goals-based methodology while helping their clients pursue growth objectives across a range of risk tolerances.' 'In six months, we've developed a suite of ETF solutions that cover a wide range of strategies while maintaining our goals-based framework,' said John Drahzal, President & CEO of Horizon. 'At Horizon, we don't build products for products' sake. We're proud of today's launch — but even more proud to offer advisors greater flexibility to build customized solutions that address today's toughest portfolio construction challenges.' For more information on Horizon's ETF lineup, please click here. About Horizon Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals. More than an investment firm, Horizon helps fuel the growth of advisory practices by offering deep expertise, proprietary technology, and customized support. Sitting at the intersection of financial technology, wealth management, and investment solutions, Horizon's unique approach enables advisors to transform their practices and focus on what matters most: building meaningful relationships and guiding clients toward their financial goals. Horizon has advisor clients across the country and is headquartered in Charlotte, North Carolina. For more information, please visit Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the fund, please click here. or call 866-371-2399. Please read the prospectus carefully before investing. Investing involves risk, including potential loss of principal. There is no assurance that the fund will meet its objective. Investments in securities in general are subject to market risks that may cause their prices to fluctuate over time, and the Fund's investments may decline in value due to factors affecting securities markets generally or to individual fund holdings. The value of investments in fixed income securities and securities in which the underlying investments are fixed income securities are expected to fluctuate with changes in interest rates. Investments in options involve risks different from, or possibly greater than, the risks associated with investing directly in securities, including leverage risk, tracking risk and, in the case of over the counter options, counterparty default risk. Option positions may expire worthless exposing the Fund to potentially significant losses. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Horizon ETFs are distributed by Quasar Distributors, LLC.
Associated Press
03-07-2025
- Business
- Associated Press
Horizon Continues to Build Its Lineup of Exchange Traded Funds with the Launch of Two New Active Fixed Income ETFs
CHARLOTTE, N.C.--(BUSINESS WIRE)--Jul 3, 2025-- Horizon, a provider of highly customized investment and technology solutions designed to fuel the growth of financial advisors, is today introducing the two newest members of its fast-growing family of Exchange Traded Funds (ETFs). Both ETFs are actively managed, focusing on targeted fixed income exposures that use options overlays, with the goal of providing more consistent investment outcomes. Now available are: Today's launches come shortly after the firm introduced three other ETFs last week, bringing its total number of ETFs to seven. 'My colleagues and I are thrilled to be announcing today's launches as we continue to build out our ETF solutions,' said John Drahzal, President & CEO of Horizon. 'The financial advisors we work with have asked for active strategies that support their clients' income needs amidst complex interest rate and credit environments. BNDY and FLXN reflect our commitment to supporting those advisors by offering income strategies that go beyond traditional bonds and aim to deliver more consistent outcomes.' 'Advisors have the choice to be passive or to be precise as they look at their clients' core bond exposures,' said Horizon's Head of ETFs Clark Allen, CFA ®, CPA, CAIA ®. 'With BNDY and FLXN, we believe we're providing innovative tools that help advisors meet today's challenges. We're very excited to be adding these new funds to our roster and for the future plans we have to expand our ETF offerings.' For more information on Horizon's ETF lineup,please click here. About Horizon Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals. More than an investment firm, Horizon helps fuel the growth of advisory practices by offering deep expertise, proprietary technology, and customized support. Sitting at the intersection of financial technology, wealth management, and investment solutions, Horizon's unique approach enables advisors to transform their practices and focus on what matters most: building meaningful relationships and guiding clients toward their financial goals. Horizon has advisor clients across the country and is headquartered in Charlotte, North Carolina. For more information, please visit Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the fund, pleaseclick here. or call 866-371-2399. Please read the prospectus carefully before investing. Investing involves risk, including potential loss of principal. There is no assurance that the fund will meet its objective. Investments in securities in general are subject to market risks that may cause their prices to fluctuate over time, and the Fund's investments may decline in value due to factors affecting securities markets generally or to individual fund holdings. The value of investments in fixed income securities and securities in which the underlying investments are fixed income securities are expected to fluctuate with changes in interest rates. Investments in options involve risks different from, or possibly greater than, the risks associated with investing directly in securities, including leverage risk, tracking risk and, in the case of over the counter options, counterparty default risk. Option positions may expire worthless exposing the Fund to potentially significant losses. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Horizon ETFs are distributed by Quasar Distributors, LLC. View source version on CONTACT: Chris Sullivan Craft & Capital [email protected] KEYWORD: UNITED STATES NORTH AMERICA NORTH CAROLINA INDUSTRY KEYWORD: FINANCE CONSULTING BANKING PROFESSIONAL SERVICES ASSET MANAGEMENT SOURCE: Horizon Copyright Business Wire 2025. PUB: 07/03/2025 08:45 AM/DISC: 07/03/2025 08:45 AM
Business Wire
03-07-2025
- Business
- Business Wire
Horizon Continues to Build Its Lineup of Exchange Traded Funds with the Launch of Two New Active Fixed Income ETFs
CHARLOTTE, N.C.--(BUSINESS WIRE)-- Horizon, a provider of highly customized investment and technology solutions designed to fuel the growth of financial advisors, is today introducing the two newest members of its fast-growing family of Exchange Traded Funds (ETFs). Both ETFs are actively managed, focusing on targeted fixed income exposures that use options overlays, with the goal of providing more consistent investment outcomes. "BNDY and FLXN reflect our commitment to supporting... advisors by offering income strategies that go beyond traditional bonds and aim to deliver more consistent outcomes...' - John Drahzal, President & CEO of Horizon. Share Now available are: Horizon Core Bond ETF (BNDY): Aiming to provide current income consistent with low principal volatility, BNDY invests primarily in investment-grade fixed-income securities with varying maturities, including government and corporate bonds. The Fund also employs put spread overlays to enhance return potential and introduce a layer of risk-managed exposure to market volatility. Horizon Flexible Income ETF (FLXN): This fund is designed to seek current income. FLXN primarily focuses on opportunities in high-yield fixed-income securities while maintaining flexibility to tactically allocate based on evolving market conditions. It also employs put spread overlays to enhance return potential and manage downside risk. Today's launches come shortly after the firm introduced three other ETFs last week, bringing its total number of ETFs to seven. 'My colleagues and I are thrilled to be announcing today's launches as we continue to build out our ETF solutions,' said John Drahzal, President & CEO of Horizon. 'The financial advisors we work with have asked for active strategies that support their clients' income needs amidst complex interest rate and credit environments. BNDY and FLXN reflect our commitment to supporting those advisors by offering income strategies that go beyond traditional bonds and aim to deliver more consistent outcomes.' 'Advisors have the choice to be passive or to be precise as they look at their clients' core bond exposures,' said Horizon's Head of ETFs Clark Allen, CFA ®, CPA, CAIA ®. 'With BNDY and FLXN, we believe we're providing innovative tools that help advisors meet today's challenges. We're very excited to be adding these new funds to our roster and for the future plans we have to expand our ETF offerings.' For more information on Horizon's ETF lineup, please click here. About Horizon Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals. More than an investment firm, Horizon helps fuel the growth of advisory practices by offering deep expertise, proprietary technology, and customized support. Sitting at the intersection of financial technology, wealth management, and investment solutions, Horizon's unique approach enables advisors to transform their practices and focus on what matters most: building meaningful relationships and guiding clients toward their financial goals. Horizon has advisor clients across the country and is headquartered in Charlotte, North Carolina. For more information, please visit Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the fund, please click here. or call 866-371-2399. Please read the prospectus carefully before investing. Investing involves risk, including potential loss of principal. There is no assurance that the fund will meet its objective. Investments in securities in general are subject to market risks that may cause their prices to fluctuate over time, and the Fund's investments may decline in value due to factors affecting securities markets generally or to individual fund holdings. The value of investments in fixed income securities and securities in which the underlying investments are fixed income securities are expected to fluctuate with changes in interest rates. Investments in options involve risks different from, or possibly greater than, the risks associated with investing directly in securities, including leverage risk, tracking risk and, in the case of over the counter options, counterparty default risk. Option positions may expire worthless exposing the Fund to potentially significant losses. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Horizon ETFs are distributed by Quasar Distributors, LLC.
Business Wire
26-06-2025
- Business
- Business Wire
Horizon Adds Three ETFs to Its Growing Lineup of Solutions Tailored to Today's Modern Financial Advisor
CHARLOTTE, N.C.--(BUSINESS WIRE)-- Horizon, a provider of highly customized investment and technology solutions designed to fuel the growth of financial advisors, launched three new Exchange Traded Funds today on the Chicago Board Options Exchange (CBOE). 'These new funds are designed to help advisors tackle three portfolio challenges: generating income, mitigating risk, and building a stronger core,' said Horizon's Head of ETFs Clark Allen. The funds join the two ETFs the firm introduced in January and represent the latest advancement to the ways in which Horizon can deliver its goals-based approaches to financial advisors and their clients. Joining the Horizon ETF solutions lineup today are: Horizon Core Equity ETF (STOX): Built around a multi-factor active process, the strategy seeks to achieve higher overall volatility than the broad equity market. It aims to enhance total return potential through the tactical use of put spreads, which may help boost income and reshape the portfolio's risk exposure. Horizon Dividend Income ETF (DIVN): Uses rigorous qualitative and quantitative analysis to identify companies with a history of stable and growing dividends, aiming to provide current income and long-term capital appreciation opportunities. Horizon Managed Risk ETF (SFTY): Dynamically adjusts its market exposure based on real-time volatility signals, seeking to deliver reduced volatility during turbulent markets while maintaining opportunities for meaningful upside participation. SFTY seeks to achieve its objectives through the use of Horizon's proprietary Risk Assist® process, a rules-based risk management process that involves daily evaluation of market conditions and reduces equity exposure during periods of elevated volatility. 'At Horizon, everything we do is viewed through the lens of how we can empower financial advisors to help their clients reach their financial goals. In conversations with our advisor clients, it became clear there was a gap among tactical approaches to navigating today's complicated markets,' said John Drahzal, President & CEO of Horizon. 'We're thrilled to be bringing these ETFs to market as we continue our efforts to build out that set and to give advisors a more complete range of choices, not just in product strategies but in product wrappers as well.' 'These new funds are designed to help advisors tackle three portfolio challenges: generating income, mitigating risk, and building a stronger core,' said Horizon's Head of ETFs Clark Allen, CFA ®, CPA, CAIA ®. 'STOX, DIVN, and STFY will play a major role in our ongoing model portfolio efforts and are also now available as standalone solutions for those advisors who take a more bespoke approach to their clients' investments. Every advisor is different, just like every client's journey is different. What they all deserve are the strongest possible building blocks to help make their plans and goals a reality. We're excited to be launching these funds today and for all we have planned on this front in the weeks and months to come.' Horizon's team of experts publishes regular commentary for advisors and clients on market moves and other trends of note, which can be seen on our Insights page. About Horizon Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals. More than an investment firm, Horizon helps fuel the growth of advisory practices by offering deep expertise, proprietary technology, and customized support. Sitting at the intersection of financial technology, wealth management, and investment solutions, Horizon's unique approach enables advisors to transform their practices and focus on what matters most: building meaningful relationships and guiding clients toward their financial goals. Horizon has advisor clients across the country and is headquartered in Charlotte, North Carolina. For more information, please visit Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the fund, please click here. or call 866-371-2399. Please read the prospectus carefully before investing. Investing involves risk, including potential loss of principal. There is no assurance that the fund will meet its objective. Investments in securities in general are subject to market risks that may cause their prices to fluctuate over time, and the Fund's investments may decline in value due to factors affecting securities markets generally or to individual fund holdings. The value of investments in fixed income securities and securities in which the underlying investments are fixed income securities are expected to fluctuate with changes in interest rates. Investments in options involve risks different from, or possibly greater than, the risks associated with investing directly in securities, including leverage risk, tracking risk and, in the case of over the counter options, counterparty default risk. Option positions may expire worthless exposing the Fund to potentially significant losses. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Horizon ETFs are distributed by Quasar Distributors, LLC.
