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 is the core of our approach, brought to life through the Gain Protect Spend® framework, designed around people and their financial objectives.
Offering technology, expertise, and investment solutions that fuel advisor growth and deepen client relationships.
Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.
Dedicated outsourced CIO (OCIO) solution and additional practice management services.
Our Gain, Protect, and Spend portfolios are for meeting your clients’ life goals.
Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.
Dedicated outsourced CIO (OCIO) solution and additional practice management services.
What Happened Last Week Sputtering Rally: Last week, investors reversed the recent strength in tech shares, turning against the stocks that had been leading gains.
A historic moment for the S&P 500 calls for investors’ attention Diversification is a core tenet of prudent investing. But thanks to a historic market
What Happened Last Week Earnings Strength: Strong tech earnings powered the S&P 500 and NASDAQ 100 to new all-time highs. Hawkish Fed: The Fed cut