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How we help advisors guide clients through their life journeys

Financial Institutions

Intuitive technology that supports your advisors
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Goals-Based Investing

Marrying investment strategies to financial planning

Gain Stage Portfolios

Protect Stage Portfolios

Spend Stage Portfolios

Horizon One

Investment management consulting service

Horizon Custom Portfolios

Customizable actively managed single-stock portfolio

Technology

Intuitive, investor-friendly planning software

Horizon Mutual Funds

Goals-based investing with Horizon Funds
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Big Number

Our regular look at the market’s most revealing number

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Helping Investors Reach Their Goals

We’ve refined traditional investment management
by putting people’s goals first.

We are Horizon Investments.

The Firm for Goals-Based Investing

Horizon Investments offers investment management, technology, and consulting–tools for investing and advising clients with a goals-based, behavioral framework.

Our Insights

Q1 2025 Quarterly Review & Market Outlook Webcast Replay

Horizon Investments April 8, 2025

Download Presentation

Weekly Market Recap | 04/21/2025

Zachary Hill, CFA® April 21, 2025

What Happened Last Week Yields Stabilized: Despite Trump’s consideration of firing Powell, 10-year yields declined, supported by several solid Treasury auctions. Equity Volatility Eased: Selling

Is The Worst Behind Us?

Mike Dickson, Ph.D. April 17, 2025

Although uncertainty remains, perpetual market swings may be less frequent While still higher than what Wall Street would prefer, market volatility has trended lower this

Schwab Network: ‘Not a Disaster Economy’, but Markets Need Clarity

Scott Ladner April 14, 2025

America’s Tariff Hangover: What the Latest Data Tells Us

Scott Ladner April 11, 2025

BNN Bloomberg: Key takeaways on weakness in U.S. dollar

Scott Ladner April 11, 2025

Q1 2025 – Strategies in Review

Zachary Hill, CFA®

Weekly Market Recap | 04/14/2025

Zachary Hill, CFA®

Schwab Network: ‘Not a Disaster Economy’, but Markets Need Clarity

Scott Ladner

Empower the Advisor®

We offer investment solutions and related services professionals can use to grow their businesses.

Goals-Based Strategies

Our GAIN, PROTECT, and SPEND portfolios for meeting your clients’ life goals.

Horizon Custom Portfolios

Our goals-based strategies in a flexible separately-managed account (SMA) format.

Horizon One Consulting

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

Horizon Mutual Funds

Explore mutual funds managed by Horizon Investments.

Technology

Tools that enhance practice efficiency, for advisors and institutions.

Goals-Based Strategies

Our GAIN, PROTECT, and SPEND portfolios for meeting your clients’ life goals.

Horizon Custom Portfolios

Our goals-based strategies in a flexible separately-managed account (SMA) format.

Horizon One Consulting

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

Horizon Funds

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

Technology

Tools that enhance customer experience and practice efficiency, for advisors and institutions.

A Multi-Disciplinary Investment Team

Our active, flexible investment management approach combines qualitative and quantitative processes built on academic research and in-depth, practical industry experience.

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