Goals-Based Investing

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

Head-Spinning Stock Market to Start the Week

Just when you thought mega-cap tech stocks were forcefully back in charge and the small-cap stocks’ rally was cooling, the...

Buy the Rumor, Sell the Fact Trips Up Markets

What’s not to like about this list? Trillions more in stimulus, vaccines allowing a back-to-normal economy and a lowering of...

January Could Make History With Small-Caps Leaving Large-Caps in the Dust

January is starting out where 2020 left off: small-caps are leaving large-caps in the dust. So far, the Russell 2000...

Head-Spinning Stock Market to Start the Week

Just when you thought mega-cap tech stocks were forcefully back in charge and the small-cap stocks’ rally was cooling, the...

Buy the Rumor, Sell the Fact Trips Up Markets

What’s not to like about this list? Trillions more in stimulus, vaccines allowing a back-to-normal economy and a lowering of...

January Could Make History With Small-Caps Leaving Large-Caps in the Dust

January is starting out where 2020 left off: small-caps are leaving large-caps in the dust. So far, the Russell 2000...

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. 

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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NEW quarterly market commentary is available now!

NEW quarterly market commentary is available now!