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
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
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
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

Bewitched and Bewildered: Does High-Flying Crypto Fit Into Goals-Based Investment Plans?

What was a rumbling of change in the last few years is now barreling into the mainstream with widespread name...

Capital Gains Taxes and S&P 500 Returns: Complete Strangers for Over 60 Years

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Surging Spending on Big-Ticket Items, What Does It Mean for Inflation?

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Bewitched and Bewildered: Does High-Flying Crypto Fit Into Goals-Based Investment Plans?

What was a rumbling of change in the last few years is now barreling into the mainstream with widespread name...

Capital Gains Taxes and S&P 500 Returns: Complete Strangers for Over 60 Years

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Surging Spending on Big-Ticket Items, What Does It Mean for Inflation?

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

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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