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Financial Advisors

How we help advisors guide clients through their life journeys

Financial Institutions

Intuitive technology that supports your advisors
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Goals-Based Investing

Marrying investment strategies to financial planning

Gain Stage Portfolios

Protect Stage Portfolios

Spend Stage Portfolios

Horizon One

Investment management consulting that positions your practice to thrive

Horizon Mutual Funds

Goals-based strategies managed by Horizon Investments

Technology

Intuitive, investor-friendly planning software
Insights

In the News

Our latest thoughts, in and on the media

Big Number

Our regular look at the market’s most revealing number

Research

Our in-depth thinking on goals-based investing

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What we do—and why we do it

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What we do—and why we do it

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Helping Investors Reach Their Goals

We’ve refined traditional investment management
by putting people’s goals first.

We are Horizon Investments.

The Firm for Goals-Based Investing

Horizon Investments offers investment management, technology, and consulting–tools for investing and advising clients with a goals-based, behavioral framework.

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Our Insights

Quarterly Report | The Road Ahead: Three Trends We’re Watching

Scott Ladner July 18, 2024

Overview Overall, stocks delivered another quarter of strong gains during the three-month period ending June 28, 2024. For the quarter: The Nasdaq 100 returned 8.1%.

The Case Against Pessimism

Zachary Hill, CFA® July 24, 2024

Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to look beyond what’s “obvious” to everyone else. Case in point:

Weekly Market Recap | 07/22/24

Zachary Hill, CFA® July 22, 2024

What happened last week Equity Market Reversion: Small-caps outperformed mega-cap technology by a little less than 6% as year-to-date laggards continued their string of outperformance.

Q2 2024 – Strategies in Review

Zachary Hill, CFA® July 9, 2024

Q2 2024 Quarterly Webcast Replay

Horizon Investments July 9, 2024

Weekly Market Recap | 07/08/24

Zachary Hill, CFA® July 8, 2024

Quarterly Report | The Road Ahead: Three Trends We’re Watching

Scott Ladner

Are Rate Cuts Finally About to Happen?

Mike Dickson, Ph.D.

Weekly Market Recap | 07/15/24

Zachary Hill, CFA®

Empower the Advisor®

We offer investment solutions and related services professionals can use to grow their businesses.

Goals-Based Strategies

Our GAIN, PROTECT, and SPEND portfolios 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.

Horizon Mutual Funds

Explore mutual funds managed by Horizon Investments.

Technology

Tools that enhance practice efficiency, for advisors and institutions.

Goals-Based Strategies

Our GAIN, PROTECT, and SPEND portfolios 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.

Horizon Funds

Designed for the goals and risks investors face throughout their lives.

Technology

Tools that enhance customer experience and practice efficiency, for advisors and institutions.

A Multi-Disciplinary Investment Team

Our active, flexible investment management approach combines qualitative and quantitative processes built on academic research and in-depth, practical industry experience.

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