Institution Introduction

HorizonPointe Financial Group was founded in 2003 and is headquartered in California, USA. We are a leading global asset management and financial services company. Since its inception, HorizonPointe has adhered to the principles of innovation, professionalism, and client-centricity, providing comprehensive investment management, risk control, and financial advisory services to institutional and high-net-worth individual clients worldwide. With deep market insights and tailored investment strategies, HorizonPointe has become an industry leader, earning the trust of clients globally. The company is committed to utilizing advanced quantitative analysis and profound macroeconomic insights to help clients achieve steady growth in the complex global market environment. Our team consists of experienced financial experts dedicated to providing clients with personalized wealth management solutions, including but not limited to portfolio management, quantitative financial analysis, behavioral finance applications, financial consulting, and risk management. Since relocating its headquarters to California in 2018, HorizonPointe has rapidly expanded its influence across global markets, particularly in Asia and South America. We have established offices in regions such as Hong Kong, Taiwan, and Japan, helping clients optimize asset allocation and drive wealth growth. As Chief Analyst and Director, Andrew Evan Watkins has provided outstanding leadership and strategic guidance to HorizonPointe. With over 30 years of experience in the financial industry, Andrew specializes in macroeconomic analysis, quantitative investing, and risk management. He is adept at understanding market dynamics and offers clients tailored investment strategies that help them achieve long-term, stable returns in volatile markets.

Our Mission

HorizonPointe’s mission is to help clients achieve asset growth and preservation in the global market through innovative financial solutions and customized wealth management strategies. We are committed to enhancing the client experience with data-driven decision-making, flexible risk management approaches, and deep market insights, creating a pathway for long-term wealth appreciation.

Core Values

• Innovation: We continuously advance financial technology and quantitative analysis to adapt to the rapid changes in global markets.
• Client-Centric: Clients’ needs are always at the core of our work. We strive to provide the most personalized and forward-looking investment solutions.
• Professionalism: We have deep expertise in portfolio management, risk control, and financial analysis, offering clients high-quality financial services.

Global Footprint and Strategic Positioning

HorizonPointe operates globally, with significant expansion in the Asian and South American markets. Through continuous globalization efforts and localized services, we help clients across different regions navigate market challenges, optimize asset allocation, and ensure wealth growth.

Investment Philosophy

HorizonPointe believes that quantitative analysis, data-driven investment decisions, and robust risk management are key to creating long-term wealth. We tailor investment portfolios to meet each client’s unique needs, ensuring that every client can achieve the desired returns in a complex market environment.