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Goals-Based Investing

Horizon’s distinctive approach of marrying investment strategies to financial planning

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Our Technology

Powerful advisor planning tools that are
easy-to-use—that’s Horizon’s Dashboard
Strategies

Gain Stage

Accumulation of wealth: Clients have one chance to meet their goal. That’s why we believe they need portfolios that actively adapt as global markets change

Protect Stage

Preservation of wealth: As clients near a goal, investing behavioral mistakes can be addressed with strategies that seek to reduce the risk of catastrophic loss

Spend Stage

Distribution of wealth: Horizon’s automated, growth-oriented retirement-income solutions aim at solving for longevity risk

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Our Culture

Horizon is guided by five principles

Empower the Advisor®

Finally, an investment manager who shares the advisor’s passion for delivering goals-based financial strategies. This is Horizon Investments.

An investment manager who shares the advisor’s passion for delivering goals-based financial strategies. This is Horizon Investments.

OUR PROCESS

Goals-Based Investing Explained

At its core, goals-based investing is about connecting investment strategies to a client’s financial objectives. Horizon empowers advisors to make that connection by custom-tailoring strategies for the three stages of an investment journey: Gain, Protect and Spend.

GAIN Stage

In this stage, we seek to capture growth trends with a flexible, active investing process that’s designed with the goal of growing wealth over time, while being mindful of volatility.

PROTECT Stage

Within this stage, we seek to grow assets while mitigating the risk of a catastrophic portfolio loss that could derail a financial plan.

SPEND Stage

In this stage, we seek to provide the ability for taking regular distributions and preserve spending power, while addressing longevity and shortfall risks.

Our Unique Perspective

Horizon Breaks Out of the Style Box

Goals-based investing is our style. We build strategies that align with a client’s objectives and risks during the three stages of an investment journey.

HORIZON ONE

Empowering the Advisor’s Independence

Horizon One consulting works directly with advisory practices and RIAs to build custom portfolios with an advisor’s team. Horizon One’s customized investment infrastructure can help free an advisor to spend more time growing their business and deepening client relationships.

OUR TECHNOLOGY

Powerful, Easy-to-Use Planning Tools

For illustrative purposes only.

It takes just minutes for an advisor to evaluate various planning scenarios using Horizon’s Dashboard. When it comes time to present the plan, our proposals feature clear language and engaging graphics to help advisors set realistic client expectations.

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