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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
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.
Technology
Our 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® June 30, 2025

What Happened Last Week All-Time Highs: Investor optimism on trade and the budget bill in DC sent the S&P 500 to fresh all-time highs. Oil

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Weekly Market Recap
Zachary Hill, CFA® June 23, 2025

What Happened Last Week Middle East Escalation: Investors largely shrugged off rising tensions last week, assuming a weakened Iran will quickly back down. Weekend Bombing:

Read More >
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