LOGIN

Revolutionary
goals-based asset management

Horizon builds goals-based asset management solutions for financial advisors. Tech-forward. Outcome-driven.

Let's talk
Let's talk
Goals-based investing

Drive outcomes across the curve

Goals-based investment management to us means optimizing portfolios as investor goals and risks evolve throughout the investment journey.

Accumulation
Preservation
Distribution
FEATURED

The True Value of Financial Advice

Have you been to a financial services conference lately? Then you know that the tectonic...
Read Article
FEATURED

2020 US Election Outlook

Explore the 3 most likely 2020 election outcomes and their implications for financial markets and...
Read Article
FEATURED

Can Bonds Still Deliver the Returns Retirement Investors Need?

Explore whether bonds can still deliver the returns retirement investors need.
Read Article
Previous
Next
For illustrative purposes only.

Grow your practice,
improve your process

Designed to connect product to planning, our intuitive advisor platform and investment software help strengthen your planning process, recommendations, and client relationships. Use it to generate investor-friendly proposals and drive meaningful conversations about your clients’ goals.

Learn more
Try our technology

Subscribe to our newsletter

Approach

For the Advisor

We believe strategies should align to how you plan. That's why our goals-based approach accounts for investors' life goals and helps you focus on what really matters.

Empower the Advisor®

Consulting

For the Rep as PM

Rely on a dedicated team to help you define your investment process, organize and scale your asset management function, and grow your advisory business.

Goals-Based Consulting

Customization

For Institutions

Harness the power of customized risk mitigation techniques, goals-based investment management frameworks, product and software development, and subadvisory services.

Institutional Solutions

Goals change, our values don’t

Horizon applies leading-edge research and disruptive financial engineering to empower advisors and help achieve real-world outcomes for investors.

We’re an award-winning investment solutions provider, dedicated to making an impact on the people and communities we touch.

Who we are

Discover Horizon Investments

Taking the Political Temperature of the Biden Administration

A trifecta of good news to kick off the week - from Moderna’s vaccine to the potential of avoiding national...
Read More

Sorry, Pfizer, Your Covid Vaccine Won’t Protect Bond Investors From Rock-Bottom Interest Rates

There’s a torrent of good Covid vaccine news over the last two weeks. Pfizer and Moderna’s candidates exceeded expectations in...
Read More
Horizon Investments Market Commentary

Stock Market Blasts Off to Record Highs, Shaking Off the Pandemic’s Shackles

A trifecta of good news to kick off the week - from Moderna’s vaccine to the potential of avoiding national...
Read More
*Awarded by

Industry recognition

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. 

Check out our trophy case
See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information
SUBSCRIBE TO OUR NEWSLETTER
CONNECT
Contact Us
Twitter
Linkedin
ADVISOR PLATFORM
Register/Login
Request Demo
See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information
Terms & Conditions
Privacy Policy

Not Guaranteed – Investing Involves Risk –  Clients May Lose Money

© 2020 Horizon Investments, LLC. All Rights Reserved.
CONTACT
LOGIN

Services

Strategies

Connect product to planning with the Horizon technology suite. Goals-based strategies, cutting edge software.

Discover Horizon Technology

Explore mutual funds managed by Horizon Investments.

Go to Horizon Funds
You are now leaving this website to go to HorizonMutualFunds.com
Continue