How We Serve:
Solving the Critical Investment Challenges
We identify, build, and implement solutions to the investment challenges created by ever-changing markets. Our unique combination as advisory practitioners and financial theorists allows us to serve the entire financial community, from institutions and broker/dealers to advisors and their clients.
What are you looking for?
Horizon can partner with your business to:
- Grow your assets under management
- Focus your practice
- Manage a mandate
- Solve an investment process question
- Implement a total solution
- Advance ideas…
Broker Dealers / Registered Reps
Providing a Competitive Difference
Our optimization models, consulting services, and other private-label solutions allow broker/dealers to deliver better offerings to registered representatives and their clients. The intense competition among financial services providers requires your firm to continually improve on its offerings, while you protect profit margins. Yet even in an increasingly open-architecture environment, you need to differentiate your brand.
We provide a range of innovative investment advisory services to broker/dealers and other institutions in a private-label format. Whether we're consulting on an investment platform, providing portfolio optimization models, sub-advising, or any number of other services, we customize our solutions to the precise needs of each client.
For firms we work with, the results are improved profitability, better ability to attract and retain top advisors and their clients, and stronger brands.
Independent Investment Advisors
The Advisor's Advisor
We consult with successful advisors to select and deliver those services that can enhance their practices.
Successful advisors come to us for many reasons—for new ideas; to outsource research, trading, or portfolio management; for strategies or products they can't implement themselves.
All of them share one goal: to better focus on their client relationships and grow their businesses. To build on their success.
If you choose to explore how Horizon Investments can add value to your practice, you'll quickly realize how different we are from other investment advisory firms. We work consultatively to determine which of our solutions can help accomplish your objectives. Our solutions are never off-the-shelf, but are always fitted to your particular practice, to address your particular requirements.
The benefits are profound. With Horizon Investments as part of your team, you can more easily replicate portfolio strategies across a larger client base, so you can scale up your practice. You can even realize more value from your business in the event of succession or sale.
Specialized Services for Institutions
By providing expertise, research, and strategies that aren't available in-house, we help institutions fill critical gaps and enhance their capabilities. Institutional clients have wide-ranging needs for investment and consulting advisory services. We bring a common benefit to every institutional client we work with − an ability to provide forward thinking and execution they can't get elsewhere.
Whether we are sub-advising portfolios based on highly specialized parameters, building custom index-based portfolio strategies, delivering additive research, or executing signal-based trading strategies, we help institutional clients become more competitive, more profitable, and in turn more attractive to the clients they serve.
Sophisticated Asset Management For The Group Retirement Market
With more and more investors turning to their financial advisors for retirement advice, today’s consultants and Plan Sponsors need a means to provide robust, customized portfolio advice with efficient execution of active asset allocation strategies. Horizon Investments has designed the Active 401(k) Portfolios to provide an Independent Fiduciary solution that can incorporate the sophistication of active asset management with the security of a defense methodology. The end result is a flexible 401(k) platform with the ability to incorporate new asset classes, the ability to respond quickly to changing factors, and the ability to meet the needs of any plan participant.
We are also proud to announce our recent selection as one of nine model managers to participate in the launch of ModelxChangeSM, the first platform that allows 401(k) professionals to seamlessly incorporate investment models into a retirement plan. Through its web-based interface, we will be able to deliver our models and investment changes to each individual 401(k).