Goals-based investment management to us means optimizing portfolios as investor goals and risks evolve throughout the investment journey.
Designed to connect product to planning, our intuitive advisor platform and investment software help strengthen your planning process, recommendations, and client relationships. Use it to generate investor-friendly proposals and drive meaningful conversations about your clients’ goals.
Horizon applies leading-edge research and disruptive financial engineering to empower advisors and help achieve real-world outcomes for investors.
We’re an award-winning investment solutions provider, dedicated to making an impact on the people and communities we touch.