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

GAIN Stage

In this stage, we seek to grow assets while being mindful of volatility.

PROTECT Stage

Within this stage, we seek to mitigate drawdown risk, while continuing to grow assets

SPEND Stage

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.