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Horizon is a leading provider of modern goals-based investment management. We work in partnership with financial advisors to deliver investment strategies that align clients` wealth with their life goals. OUR MISSION: Provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their most important financial objectives throughout life. True investment success is all about meeting the most important life goals that your clients have set out for themselves, their families and even the world at large. That`s why Horizon`s approach is built on a commitment to goals-based investment management. A goals-based approach can help investors position their wealth to support the key financial results they seek throughout their lives. When your clients align their wealth with their goals, they achieve something that most people can only hope for: The financial security they need to live life on their terms.
Founded in 1994, Burrill and Company is a San Francisco-based global leader in life sciences with activities in Private Equity, Venture Capital, Merchant Banking and Media. The Burrill family of venture capital funds has over $950 million under management
GQG Partners is a boutique investment firm focused on global and emerging markets equities. We provide global investment management in three investment strategies via mutual funds, UCITS, private funds, separate accounts, and unit trusts throughout the world. At GQG Partners, we believe that investment knowledge is cumulative, grown collectively over the years like the rings of a tree. We also believe that investment knowledge is what differentiates investment managers from one another. Just as no two trees have identical rings despite developing in the same environment, no two managers accumulate the same knowledge. This is our sui generis — our respective distinction. In our view, great investors must have a deeply rooted philosophy with a process that adapts to varying market conditions if they are to succeed. Our own performance track record — like the rings of a tree — will show the various environments in which we have operated, as well as our own maturity and evolution. Just as each tree`s rings tell its unique story, GQG Partners is ours.
First Keystone Corporation is a Berwick, PA-based company in the Financial Services sector.
Founded in 2015 and based in Dallas, Texas, Pearl`s investment strategy is simple – leverage the team`s deep-rooted relationships in the energy industry to partner with best-in-class management teams pursuing attractive risk-reward opportunities in the upstream, midstream, and service sectors. Pearl was founded by industry veterans Billy Quinn, former Managing Partner of Natural Gas Partners, and Chris Aulds, former co-founder of TEAK Midstream and Crosstex Energy Services. Together, Billy and Chris have more than 50 years of experience in the energy business. This unique combination of energy investment and operational expertise sets Pearl apart and gives us the perspective to understand the challenges and opportunities in today`s energy industry. Pearl targets small to middle market investment opportunities with equity capital requirements between $25 and $75 million dollars. We work collaboratively with our portfolio companies to evaluate opportunities, make strategic decisions, and execute investment realizations.