Services

Financial Advisors

How we help advisors guide clients through their life journeys

Financial Institutions

Intuitive technology that supports advisors
Solutions

Goals-Based Investing

Horizon’s innovative investment framework

Gain Stage Portfolios

Protect Stage Portfolios

Spend Stage Portfolios

Horizon One

Outsourced CIO (OCIO) consulting solutions

Horizon Custom Portfolios

Customizable actively managed single-stock portfolio

Technology

Intuitive, user-friendly planning software

Horizon Funds + ETFs

Goals-based investing with Horizon Funds and ETFs
Insights

Newsroom

Our recent media appearances and media contacts

Big Number

Our regular look at the market’s most revealing number

Research

Our in-depth thinking on goals-based investing

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Who We Are

Our Firm

What we do—and why we do it

Careers

Our culture and open positions

Leadership

Meet our leadership team

Your Sales Team

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Investment Management

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Fueling Advisor Growth

At Horizon, it’s about helping advisors transform their practices, so they can focus on what they do best: building meaningful relationships and helping clients reach their financial goals.

Our Goals-Based Philosophy

Our goals-based philosophy is the core of our approach, brought to life through the Gain Protect Spend® framework, designed around people and their financial objectives.

Goals-Based Solutions and Advisor Resources

Offering technology, expertise, and investment solutions that fuel advisor growth and deepen client relationships.

Goals-Based Strategies

Our Gain, Protect, and Spend portfolios are for meeting your clients’ life goals.

Horizon Custom Portfolios

Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.

Horizon One Consulting

Dedicated outsourced CIO (OCIO) solution and additional practice management services.

Technology

User-friendly software helps you guide your clients on their investment journey.

Horizon Funds

Explore mutual funds and exchange traded funds (ETFs) managed by Horizon.

Goals-Based Strategies

Our Gain, Protect, and Spend portfolios are for meeting your clients’ life goals.

Horizon Custom Portfolios

Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.

Horizon One Consulting

Dedicated outsourced CIO (OCIO) solution and additional practice management services.

Technology

User-friendly software helps guide your clients on their investment journey.

Horizon Funds

Designed for the goals and risks investors face throughout their lives.

Our Latest Market Insights

The Sort-Of-Magnificent 7

Mike Dickson, Ph.D. December 10, 2025

Five of the “Mag 7” tech stocks are lagging the broader market Is a shift underway among today’s tech titans? Investors who cheered as valuations

Weekly Market Recap

Zachary Hill, CFA® December 8, 2025

What Happened Last Week Procyclical Rally: Global stocks rallied, led by cyclicals and small caps as yields rose across the curve. Competition in the Chip

December Rate Cut Seems All But Assured

Zachary Hill, CFA® December 2, 2025

A major rebound in investors’ expectations for lower rates With the federal government shutdown in the rearview mirror, an interest rate cut by the Fed

Fueling Advisor Growth

Our Goals-Based Philosophy

Goals-Based Solutions and Advisor Resources

Goals-Based Strategies

Horizon Custom Portfolios

Horizon One Consulting

Technology

Horizon Funds

Goals-Based Strategies

Horizon Custom Portfolios

Horizon One Consulting

Technology

Horizon Funds

Our Latest Market Insights

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