WorthNet Partner Advisers: Portfolio Management
Build Your Custom Portfolio with Horizon Investment Services
Asset allocators with more than 25 years of experience – and utilized by individual investors and Wall Street institutions alike – Horizon has more than $71 billion in licensed and managed assets.* Whether you’re looking for a growth or value stock portfolio or want the income stream from a dividend-stock allocation, Horizon Investment Services seeks to build portfolios tailored to your personal financial goals.
*Assets managed and licensed as of 3/31/25
About Horizon Investment Services
Helping You Craft Your Custom Portfolio
Horizon Investment Services seeks to find the most compelling stocks to build powerful portfolios tailored around your long-term financial goals. Whether we’re talking growth, value, or income, Horizon’s proprietary system aims to identify top-performing investments. That’s an active-management strategy designed to create an early-mover opportunity for individuals with $500,000 or more in investable assets. It’s also a dynamic approach built to lead to potentially stronger outcomes – and better risk management – in today’s evolving markets.
Horizon considers its proprietary Quadrix® stock-rating system,** a competitive edge. This innovative system evaluates nearly 3,200 stocks using 90 variables while looking across multiple categories such as growth, value, momentum, and more to generate data-driven buy-and-sell decisions. It also lets Horizon work with what it deems the most effective strategy – sector rotation, dividend growth, or new emerging markets – to empower your strategy with insight and intention. In short, the team uses an active-management portfolio strategy and focuses on individual investment goals aiming to deliver meaningful results year after year.
With decades of expertise and a commitment to excellence, Horizon Investment Services leverages its innovative tools and disciplined portfolio strategies to help clients strive to achieve their long-term financial goals. Whether you’re growing wealth, planning for retirement, or diversifying a portfolio, Horizon’s data-driven approach and personalized guidance aim to position you for success.
Meet the Team
Strategic Portfolio Management Built on Experience and Innovation
Charles B. Carlson, CFA
Investment Visionary, Seasoned Asset Allocator
As the CEO of Horizon Investments, Charles Carlson has more than 40 years of experience in retirement planning, asset allocation, and portfolio management. His insights have been featured in The Wall Street Journal and Forbes, and he has appeared on platforms such as Bloomberg and CNBC. Publisher of the Dow Theory Forecasts** newsletter and the author of such investing best-sellers as The Little Book of Big Dividends, Charles holds a CFA® designation, an MBA from the University of Chicago, and a degree from Northwestern University. With its proprietary Quadrix® stock-rating system,** the Horizon team seeks to find the most compelling investments in today’s complex markets.
Richard J. Moroney, CFA
Quant Strategist, Creator of Quadrix®
Rich Moroney, Chief Investment Officer at Horizon Investments, leads the firm’s quantitative and active strategies. As the creator of Horizon’s proprietary Quadrix® stock-rating system,** he has helped transform investment analysis with data-driven insights. With over 35 years of experience, Rich is known for developing sophisticated, client-focused strategies. His insights have been featured in The Wall Street Journal, The New York Times, and Barron’s, and he has appeared on Bloomberg, CNBC, and CNN. A CFA® charterholder since 1992, Rich holds an MBA in Finance and Accounting from the University of Chicago and a degree from Northwestern University.