Charlotte, NC, December 9, 2025
Horizon Investments has acquired Anfield Capital Management, enhancing its investment management capabilities, particularly in fixed income. This strategic acquisition strengthens Horizon’s portfolio and increases its presence in the financial advisory market. With Anfield’s integration, clients will have access to a broader range of investment products including ETFs and mutual funds. The leadership from Anfield will continue with Horizon, ensuring a smooth transition and maintaining the firm’s values and expertise.
Horizon Investments Expands in Charlotte with Anfield Acquisition
Strategic move strengthens investment management capabilities in fixed income
Charlotte, NC – Horizon Investments, a prominent player in the investment and technology solutions space, is making headlines with its recent acquisition of California-based Anfield Capital Management. Announced on December 4, 2025, this strategic move not only bolsters Horizon’s portfolio but enhances its reach within the financial advisory market, particularly in the realm of fixed income investing.
The acquisition of Anfield Capital Management, which manages approximately $662 million in assets, signifies a bold step forward for Horizon as it seeks to deliver comprehensive, cutting-edge solutions to financial advisors across the nation. This development could be seen as a testament to the entrepreneurial spirit that defines the Charlotte market, showcasing how local companies can successfully innovate and expand by tapping into broader national networks.
Anfield’s Contributions to Horizon’s Portfolio
With Anfield’s integration into Horizon, clients now have access to an expanded portfolio of services including exchange-traded funds (ETFs), mutual funds, and an innovative Outsourced Chief Investment Officer (OCIO) practice. These offerings are designed to enhance the efficiency and effectiveness of financial advisors’ operations, allowing for tailored investment management solutions. This type of strategic addition reflects a strong commitment to serving the needs of financial professionals and their clients better.
Leadership and Cultural Alignment
The leadership team from Anfield will join Horizon as part of the acquisition, ensuring continuity and expertise in the firm’s new operations. This seamless transition underscores a cultural alignment between the two organizations, designed to retain the values and knowledge that have been instrumental in Anfield’s success. Horizon’s CEO emphasizes the importance of this alignment as a cornerstone of their operational strategy, promising clients a deeper level of service and insight.
Recent Growth and Expansion Efforts
The acquisition comes in the wake of a notable year for Horizon, which included the launch of a twelve-fund ETF suite and the acquisition of the New York-based equity manager Centre Asset Management. Each strategic decision has added layers to Horizon’s capabilities and market presence. Breaking into California with Anfield’s services exemplifies how investment firms in Charlotte are proactively seeking avenues for national impact while maintaining local roots.
Potential Market Impact
This strategic acquisition is expected to significantly bolster Horizon’s capabilities and establish a more robust presence in California’s competitive financial advisory landscape. With enhanced fixed income investing solutions and a broadened range of investment products, Horizon is poised to meet diverse client needs more effectively. The implications of this growth extend beyond just Horizon; they signify the continued evolution of the finance sector in North Carolina and the potential for local firms to command respect and authority on a national stage.
Conclusion
The acquisition of Anfield Capital Management by Horizon Investments showcases not only a successful business move but reflects the resilience and innovative mindset that many Charlotte entrepreneurs embody. As the landscape of financial advising continues to evolve, the commitment to providing enhanced services and solutions will undoubtedly play a crucial role in fostering growth and opportunity within the Mecklenburg County economy. Local investors and financial advisors should stay engaged with these developments as they have the potential to reshape the financial market landscape in Charlotte and beyond.
Frequently Asked Questions (FAQ)
What is Horizon Investments?
Horizon Investments is a provider of highly customized investment and technology solutions designed to fuel the growth of financial advisors. The firm offers a range of services, including goals-based investment strategies, to help advisors and their clients achieve financial objectives.
Who is Anfield Capital Management?
Anfield Capital Management is a California-based asset management firm with approximately $662 million in assets under management. Founded in 2009, Anfield specializes in fixed income investing and offers a range of funds, including ETFs, mutual funds, and an Outsourced Chief Investment Officer (OCIO) practice.
What services does Anfield Capital Management provide?
Anfield Capital Management provides a suite of services, including exchange-traded funds (ETFs), mutual funds, and an Outsourced Chief Investment Officer (OCIO) practice. These offerings are designed to integrate seamlessly with financial advisors’ practices, providing comprehensive investment management solutions.
How will the acquisition of Anfield Capital Management benefit Horizon Investments?
The acquisition of Anfield Capital Management enhances Horizon’s capabilities in fixed income investing and expands its range of investment solutions. It also strengthens Horizon’s presence in California, allowing the firm to offer a broader array of services to financial advisors and their clients nationwide.
Who will lead Anfield Capital Management after the acquisition?
The Anfield leadership team will join Horizon as part of the acquisition, ensuring continuity and expertise in the firm’s expanded operations. Specific leadership roles within Horizon have not been detailed in the announcement.
Key Features of the Acquisition
| Feature | Description |
|---|---|
| Acquiring Firm | Horizon Investments |
| Acquired Firm | Anfield Capital Management |
| Assets Under Management | Approximately $662 million |
| Services Offered | Exchange-traded funds (ETFs), mutual funds, Outsourced Chief Investment Officer (OCIO) practice |
| Strategic Benefit | Enhanced capabilities in fixed income investing and expanded investment solutions |
| Geographic Expansion | Strengthened presence in California |
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