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

In this stage, we seek to grow assets while being mindful of volatility.
Within this stage, we seek to mitigate drawdown risk, while continuing to grow assets
In this stage, we seek to minimize the risk of outliving your money

POWERFUL, ELEGANT GOALS-BASED SOFTWARE

For illustrative purposes only.

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

Long-Term Care Costs as Much as a New Porsche Sports Car

The march higher in the cost of home health, assisted living or nursing home services continues. The blended cost of...

Americans Seek Advice Amid Social Security’s Financial Stress

American workers just got another jolt of bad news about the financial health of Social Security. A recent report moved...

Powell Sees `Transitory’ Inflation; Shipping Offers Another Clue

Federal Reserve Chairman Jay Powell repeated his view at last week’s Jackson Hole meeting that the jump in inflation would...

Long-Term Care Costs as Much as a New Porsche Sports Car

The march higher in the cost of home health, assisted living or nursing home services continues. The blended cost of...

Americans Seek Advice Amid Social Security’s Financial Stress

American workers just got another jolt of bad news about the financial health of Social Security. A recent report moved...

Powell Sees `Transitory’ Inflation; Shipping Offers Another Clue

Federal Reserve Chairman Jay Powell repeated his view at last week’s Jackson Hole meeting that the jump in inflation would...

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. 

Horizon Investments

Connect product to planning with the Horizon technology suite. Goals-based strategies, cutting edge software.

Explore mutual funds managed by Horizon Investments.

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