THE OVERLAY COMPANY
Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial…
Owned by: Horizon Investments, LLC
Serial Number: 85644690
RISK ASSIST
Filed: March 5, 2013
Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial…
Owned by: Horizon Investments, LLC
Serial Number: 85866672
DYNAMIC IPS
INVESTMENT ADVICE; FINANCIAL RISK MANAGEMENT; PROVIDING INFORMATION IN THE FIELD OF FINANCIAL MANAGEMENT AND FINANCIAL SERVICES…
Owned by: Horizon Investments, LLC
Serial Number: 86645751
HORIZON INVESTMENTS
Filed: August 21, 2015
Financial services, namely, investment management services; investment services, namely, portfolio management, sub-advisory…
Owned by: Horizon Investments, LLC
Serial Number: 86733201
GAIN PROTECT SPEND
Filed: September 8, 2015
Financial services, namely, investment management services; investment services, namely, portfolio management, sub-advisory…
Owned by: Horizon Investments, LLC
Serial Number: 86750588
H
Filed: October 26, 2015
Financial services, namely, investment management services; investment services, namely, portfolio management, sub-advisory…
Owned by: Horizon Investments, LLC
Serial Number: 86799953
GOALS-BASED PERFORMANCE STANDARDS
Filed: March 21, 2017
Financial services, namely, investment management services; investment services, namely, portfolio management, sub-advisory…
Owned by: Horizon Investments, LLC
Serial Number: 87379520
GBPS
Filed: March 21, 2017
Financial services, namely, investment management services; investment services, namely, portfolio management, sub-advisory…
Owned by: Horizon Investments, LLC
Serial Number: 87379529
EMPOWER THE ADVISOR
Filed: May 18, 2017
Financial services, namely, investment management services; investment services, namely, portfolio management, model account…
Owned by: Horizon Investments, LLC
Serial Number: 87455660
HORIZON PATHWAY PORTFOLIOS
Filed: May 18, 2017
Financial services, namely, investment management services; investment services, namely, portfolio management, model account…
Owned by: Horizon Investments, LLC
Serial Number: 87455693
HORIZON CAMP
Business consulting services in the field of investment management services; business management for the investment management…
Owned by: Horizon Investments, LLC
Serial Number: 87731882
HORIZON ONE
Filed: May 21, 2018
Financial advisory and consultancy services; financial evaluation, tracking, analysis, forecasting, consultancy, advisory…
Owned by: Horizon Investments, LLC
Serial Number: 87929397
GOALS-BASED PLANNING
Filed: May 8, 2019
Financial advisory and consultancy services, namely, planning and consulting services based on financial analyses of investment…
Owned by: Horizon Investments, LLC
Serial Number: 88420814
PLANNING FACTORS
Filed: March 25, 2020
Financial advisory and consultancy services, namely, planning and consulting services based on financial analyses of investment…
Owned by: Horizon Investments, LLC
Serial Number: 88847113
EXPECTATIONAL CERTAINTY
Filed: May 5, 2020
Financial advisory and consultancy services, namely, planning and consulting services based on financial analyses of investment…
Owned by: Horizon Investments, LLC
Serial Number: 88901346
GBRS
Filed: March 25, 2021
Financial advisory and consultancy services, namely, planning and consulting services based on financial analyses of investment…
Owned by: Horizon Investments, LLC
Serial Number: 90603083
GOALS-BASED GLIDEPATH
Filed: February 24, 2022
Financial planning and investment advisory services
Owned by: Horizon Investments, LLC
Serial Number: 97282787
ACTIVE REPLACEMENT ALPHA
Filed: July 15, 2022
Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing…
Owned by: Horizon Investments, LLC
Serial Number: 97504719
