January is starting out where 2020 left off: small-caps are leaving large-caps in the dust. So far, the Russell 2000...
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
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
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.
Buy the Rumor, Sell the Fact Trips Up Markets