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Fueling Advisor Growth

At Horizon, it’s about helping advisors transform their practices, so they can focus on what they do best: building meaningful relationships and helping clients reach their financial goals.

Our Goals-Based Philosophy

Our goals-based philosophy is the core of our approach, brought to life through the Gain Protect Spend® framework, designed around people and their financial objectives.

Goals-Based Solutions and Advisor Resources

Offering technology, expertise, and investment solutions that fuel advisor growth and deepen client relationships.

Goals-Based Strategies
Our Gain, Protect, and Spend portfolios are for meeting your clients’ life goals.
Horizon Custom Portfolios

Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.

Horizon One Consulting

Dedicated outsourced CIO (OCIO) solution and additional practice management services.

Technology

User-friendly software helps you guide your clients on their investment journey.​

Horizon Funds
Explore mutual funds and exchange traded funds (ETFs) managed by Horizon.
Goals-Based Strategies

Our Gain, Protect, and Spend portfolios are for meeting your clients’ life goals. 

Horizon Custom Portfolios

Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.

Horizon One Consulting

Dedicated outsourced CIO (OCIO) solution and additional practice management services. 

Technology

User-friendly software helps guide your clients on their investment journey.

Horizon Funds

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

Our Latest Market Insights
Weekly Market Recap
Zachary Hill, CFA® October 20, 2025

What Happened Last Week Markets Rebound: Cooling trade tensions and strong earnings helped the market recover most of the prior week’s losses. Credit Fears: The

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It’s All About The Earnings
Mike Dickson, Ph.D. October 16, 2025

Strong fundamentals—not investors’ exuberance—are supporting this market The stock market’s recent string of new highs has investors wondering what comes next. No one knows with

Read More >
Weekly Market Recap
Zachary Hill, CFA® October 13, 2025

What Happened Last Week Friday Selloff: The return of tariff fears sent markets reeling on Friday, but markets modestly recovered in early Monday trading. Private

Read More >
View All Insights
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