Charlotte, N.C., December 5, 2025
Horizon, an investment and technology solutions provider, has announced its acquisition of Anfield Capital Management, a California-based firm specializing in fixed income investing. This move aims to enhance Horizon’s offerings in fixed income products and OCIO services. With approximately $662 million in assets under management, the acquisition is expected to close in the first half of 2026, pending approvals. Horizon’s CEO emphasized the strategic fit and anticipated growth in its services and geographic footprint.
Charlotte, N.C. – Horizon, a provider of customized investment and technology solutions for financial advisors, has announced an agreement to acquire Anfield Capital Management, a California-based asset management firm specializing in fixed income investing. This acquisition aims to enhance Horizon’s capabilities in fixed income products and Outsourced Chief Investment Officer (OCIO) services, aligning with the firm’s strategic growth objectives.
Acquisition Details
Founded in 2009, Anfield Capital Management brings approximately $662 million in assets under management to Horizon. The firm offers a range of services, including exchange-traded funds (ETFs), mutual funds, and an OCIO practice that emphasizes deep collaboration with clients. The acquisition is expected to close in the first half of 2026, pending customary closing conditions and fund shareholder approvals.
Strategic Significance
John Drahzal, President and CEO of Horizon, highlighted the strategic fit of Anfield’s offerings with Horizon’s existing services. He emphasized that Anfield’s expertise in fixed income, product lineup, and OCIO services complement Horizon’s three-decade-long efforts to build a comprehensive suite of solutions for financial advisors. The addition of Anfield is also expected to expand Horizon’s geographic footprint, establishing a presence in California and enhancing its bicoastal reach.
Recent Growth Initiatives
This acquisition follows a series of strategic initiatives by Horizon in 2025, including the launch of a 12-fund ETF suite and the completion of the acquisition of New York-based equity manager Centre Asset Management. These efforts underscore Horizon’s commitment to expanding its investment solutions and supporting financial advisors in delivering value to their clients.
About Horizon
Horizon specializes in providing financial advisors with customized investment and technology solutions. By integrating financial technology, wealth management, and investment strategies, Horizon enables advisors to transform their practices and focus on building meaningful client relationships and achieving financial security for their clients.
About Anfield Capital Management
Established in 2009, Anfield Capital Management is a California-based asset management firm with a strong focus on fixed income investing. The firm offers a diverse range of investment products and services, including ETFs, mutual funds, and OCIO solutions, all designed to meet the unique needs of its clients.
Forward-Looking Statements
Statements in this release regarding the anticipated closing of the acquisition, expected benefits, and other forward-looking statements are subject to risks and uncertainties. Actual results may differ materially from those expressed or implied. Horizon undertakes no obligation to update any forward-looking statements as a result of new information or future events, except as otherwise required by law.
- FAQ
- What is the main focus of Horizon’s acquisition of Anfield Capital Management?
Horizon aims to enhance its capabilities in fixed income products and Outsourced Chief Investment Officer (OCIO) services by acquiring Anfield Capital Management, a California-based asset management firm specializing in fixed income investing. - When is the acquisition of Anfield Capital Management expected to close?
The acquisition is expected to close in the first half of 2026, pending customary closing conditions and fund shareholder approvals. - What other strategic initiatives has Horizon undertaken recently?
In 2025, Horizon launched a 12-fund ETF suite and completed the acquisition of New York-based equity manager Centre Asset Management, demonstrating its commitment to expanding investment solutions for financial advisors. - What is Horizon’s primary business focus?
Horizon specializes in providing financial advisors with customized investment and technology solutions, integrating financial technology, wealth management, and investment strategies to support advisors in building meaningful client relationships and achieving financial security for their clients. - What is Anfield Capital Management’s area of expertise?
Anfield Capital Management is a California-based asset management firm with a strong focus on fixed income investing, offering a diverse range of investment products and services, including ETFs, mutual funds, and OCIO solutions.
| Key Feature | Description |
|---|---|
| Acquisition Announcement | Horizon has agreed to acquire Anfield Capital Management, a California-based asset management firm specializing in fixed income investing. |
| Assets Under Management | Anfield brings approximately $662 million in assets under management to Horizon. |
| Expected Closing Date | The acquisition is expected to close in the first half of 2026, pending customary closing conditions and fund shareholder approvals. |
| Strategic Significance | The acquisition aims to enhance Horizon’s capabilities in fixed income products and Outsourced Chief Investment Officer (OCIO) services, aligning with the firm’s strategic growth objectives. |
| Recent Growth Initiatives | In 2025, Horizon launched a 12-fund ETF suite and completed the acquisition of New York-based equity manager Centre Asset Management, demonstrating its commitment to expanding investment solutions for financial advisors. |
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