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Helping Investors Reach Their Goals

We’ve refined traditional investment management
by putting people’s goals first.

We are Horizon Investments.

The Firm for Goals-Based Investing

Horizon Investments offers investment management, technology, and consulting–tools for investing and advising clients with a goals-based, behavioral framework.

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Our Insights

Quarterly Webcast Registration

Join us at 4:00 PM ET on Tuesday, July 9, 2024, for Horizon’s Quarterly Focus Webcast, hosted by Chief Investment Officer Scott Ladner and Head

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Empower the Advisor®

We offer investment solutions and related services professionals can use to grow their businesses.

Goals-Based Strategies

Our GAIN, PROTECT, and SPEND portfolios for meeting your clients’ life goals. 

Horizon Custom Portfolios

Our goals-based strategies in a flexible separately-managed account (SMA) format. 

Horizon One Consulting

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

Horizon Mutual Funds

Explore mutual funds managed by Horizon Investments.

Technology

Tools that enhance practice efficiency, for advisors and institutions. 

Goals-Based Strategies

Our GAIN, PROTECT, and SPEND portfolios for meeting your clients’ life goals.

Horizon Custom Portfolios

Our goals-based strategies in a flexible separately-managed account (SMA) format.

Horizon One Consulting

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

Horizon Funds

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

Technology

Tools that enhance customer experience and practice efficiency, for advisors and institutions.

A Multi-Disciplinary Investment Team

Our active, flexible investment management approach combines qualitative and quantitative processes built on academic research and in-depth, practical industry experience.

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