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Revolutionary
goals-based asset management

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

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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...
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FEATURED

2020 US Election Outlook

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

Can Bonds Still Deliver the Returns Retirement Investors Need?

Explore whether bonds can still deliver the returns retirement investors need.
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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.

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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

Market Commentary

Market More Focused On Stimulus Than Covid But That Could Change

The S&P 500 broke its 3-week positive streak, closing 0.5% lower. The market finally realized that a fresh stimulus package...
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How Can You Reduce Longevity Risk for Retirement Investors?

According to a recent Morningstar report, nearly $2 trillion in assets are invested in target date funds, strategies representing the...
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Stimulus, Politics, and Covid Continue to Move Markets

International developed equities slip on Covid surge in Europe 
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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. 

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See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information
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Services

Strategies

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

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