Services

Financial Advisors

How we help advisors guide clients through their life journeys

Financial Institutions

Intuitive technology that supports advisors
Solutions

Goals-Based Investing

Horizon’s innovative investment framework

Gain Stage Portfolios

Protect Stage Portfolios

Spend Stage Portfolios

Horizon One

Outsourced CIO (OCIO) consulting solutions

Horizon Custom Portfolios

Customizable actively managed single-stock portfolio

Technology

Intuitive, user-friendly planning software

Horizon Funds + ETFs

Goals-based investing with Horizon Funds and ETFs
Insights

Newsroom

Our recent media appearances and media contacts

Big Number

Our regular look at the market’s most revealing number

Research

Our in-depth thinking on goals-based investing

Explore all insights
Who We Are

Our Firm

What we do—and why we do it

Careers

Our culture and open positions

Leadership

Meet our leadership team

Your Sales Team

Find your contact at Horizon

Investment Management

Meet our investment team
Generic selectors

Exact matches only

Search in title

Search in content

Post Type Selectors

Fueling Advisor Growth

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

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.

Goals-Based Solutions and Advisor Resources

Offering technology, expertise, and investment solutions that fuel advisor growth and deepen client relationships.

Goals-Based Strategies

Our Gain, Protect, and Spend portfolios are for meeting your clients’ life goals.

Horizon Custom Portfolios

Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.

Horizon One Consulting

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

Technology

User-friendly software helps you guide your clients on their investment journey.

Horizon Funds

Explore mutual funds and exchange traded funds (ETFs) managed by Horizon.

Goals-Based Strategies

Our Gain, Protect, and Spend portfolios are for meeting your clients’ life goals.

Horizon Custom Portfolios

Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.

Horizon One Consulting

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

Technology

User-friendly software helps guide your clients on their investment journey.

Horizon Funds

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

Our Latest Market Insights

Weekly Market Recap

Zachary Hill, CFA® February 2, 2026

What Happened Last Week Warsh Nominated: President Trump selected Kevin Warsh as the next Fed Chair nominee. Precious Metal Selloff: The Warsh nomination saw a

If Japan Sneezes, Does the U.S. Get Sick?

Mike Dickson, Ph.D. January 28, 2026

Rising bond yields in Japan may boost costs for U.S. consumers and borrowers Yields on Japanese government bonds have surged to their highest levels in

Weekly Market Recap

Zachary Hill, CFA® January 26, 2026

What Happened Last Week Trump Eases Threats: Markets staged a recovery as the President backed off his rhetoric about Greenland. Rate Checks: Indications point to

Fueling Advisor Growth

Our Goals-Based Philosophy

Goals-Based Solutions and Advisor Resources

Goals-Based Strategies

Horizon Custom Portfolios

Horizon One Consulting

Technology

Horizon Funds

Goals-Based Strategies

Horizon Custom Portfolios

Horizon One Consulting

Technology

Horizon Funds

Our Latest Market Insights

Follow us on: