Goals-Based
Investing

Horizon’s passion is to empower advisors to deliver goals-based financial planning with our tech-forward software and goals-based asset management solutions.

Goals-Based
Investing

Horizon’s passion is to empower advisors to deliver goals-based financial planning with our tech-forward software and goals-based asset management solutions.

Goals-Based
Investing

Horizon’s passion is to empower advisors to deliver goals-based financial planning with our tech-forward software and goals-based asset management solutions.

Goals-Based
Investing

Horizon’s passion is to empower advisors to deliver goals-based financial planning with our tech-forward software and goals-based asset management solutions.

GOALS-BASED FRAMEWORK

Drive outcomes across the wealth curve

Horizon’s purpose-built, academically-rigorous goals-based investment products are designed to optimize portfolios as investor goals and risks evolve during the investment journey.

Introducing Horizon’s unique goals-based approach. We call it GAIN PROTECT SPEND®

GOALS-BASED FRAMEWORK

GAIN Stage

In this stage, we seek to grow assets while being mindful of volatility.

PROTECT Stage

Within this stage, we seek to mitigate drawdown risk, while continuing to grow assets

SPEND Stage

In this stage, we seek to minimize the risk of outliving your money

POWERFUL, ELEGANT GOALS-BASED SOFTWARE

Dashboard does it all

Connect product to planning with our visually-stunning, intuitive and powerful goals-based advisor planning platform. It helps strengthen the advisor/client relationship with easy to understand recommendations and goal tracking. Generate client-friendly proposals so you can have meaningful goals-based conversations.

FINANCIAL MARKET INSIGHTS

You May Need a Bigger Down Payment for a New Home

Up, up and away for the price of a new single-family home, which reached a record high $408,800 to kick...

Emerging Markets Are Surging – And Evolving

Investors who are globally diversified may be seeing that pay off at the start of 2021. Emerging market (EM) stocks...

Inflation Could Be Coming, Are You Ready?

Inflation isn’t a problem now, but financial markets are saying it could be soon. Traders are pricing in the possibility...

You May Need a Bigger Down Payment for a New Home

Up, up and away for the price of a new single-family home, which reached a record high $408,800 to kick...

Emerging Markets Are Surging – And Evolving

Investors who are globally diversified may be seeing that pay off at the start of 2021. Emerging market (EM) stocks...

Inflation Could Be Coming, Are You Ready?

Inflation isn’t a problem now, but financial markets are saying it could be soon. Traders are pricing in the possibility...

INDUSTRY RECOGNITION

*Awarded by

INDUSTRY RECOGNITION

We are grateful

We are grateful to the financial advisors who choose Horizon Investments for their goals-based investing needs and to the industry at-large for the recognition we’ve received.

See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information

(866) 371-2399

info@horizoninvestments.com

SUBSCRIBE TO OUR NEWSLETTER

ADVISOR PLATFORM

CONNECT

See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information

Not Guaranteed | Investing Involves Risk | Clients May Lose Money

Goals-Based Investing

Horizon’s passion is to empower advisors to deliver goals-based financial planning with our tech-forward software and goals-based asset management solutions.

Goals-Based Investing

Horizon’s passion is to empower advisors to deliver goals-based financial planning with our tech-forward software and goals-based asset management solutions.

Goals-Based Investing

Horizon’s passion is to empower advisors to deliver goals-based financial planning with our tech-forward software and goals-based asset management solutions.

Goals-Based Investing

Horizon’s passion is to empower advisors to deliver goals-based financial planning with our tech-forward software and goals-based asset management solutions.

GOALS-BASED FRAMEWORK

Drive outcomes across the wealth curve

GOALS-BASED FRAMEWORK

POWERFUL, ELEGANT GOALS-BASED SOFTWARE

Dashboard does it all

FINANCIAL MARKET INSIGHTS

You May Need a Bigger Down Payment for a New Home

Emerging Markets Are Surging – And Evolving

Inflation Could Be Coming, Are You Ready?

You May Need a Bigger Down Payment for a New Home

Emerging Markets Are Surging – And Evolving

Inflation Could Be Coming, Are You Ready?

INDUSTRY RECOGNITION

*Awarded by

INDUSTRY RECOGNITION

We are grateful

See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information

SUBSCRIBE TO OUR NEWSLETTER

ADVISOR PLATFORM

CONNECT

See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information

Services

Strategies

Goals-Based
Investing

Goals-Based
Investing

Goals-Based
Investing

Goals-Based
Investing