At Horizon—it’s about transforming advisory practices. We empower financial advisors with our innovative goals-based solutions, consultative business support, and easy-to-use technology, encouraging you to focus on what you do best: building meaningful relationships and helping clients achieve financial security.
Whether you run your own investment strategies, outsource portfolio management, or combine both approaches, we provide the strategic resources, deep industry expertise, and personalized support to help you succeed.
Trusted Partner: Horizon is a trusted partner offering the technology, expertise, and investment solutions that help advisors grow their practices and deepen client relationships.
Powered by People and Culture: Our team is focused on building meaningful relationships with our clients and becoming a trusted partner in all aspects of their business.
Goals-Based Philosophy: The Gain Protect Spend® framework is a key differentiator and resonates strongly with both advisors and their clients.
Collaboration, Not Competition: Advisors seek genuine partnerships and our people-first culture fosters trust and collaboration with our clients.
Community: Horizon provides a much-needed sense of belonging and support, especially for advisors in large broker-dealer firms.
Tech-Enabled Growth: Our technology embraces simplicity by transforming everyday advisor challenges into a streamlined, customizable workflow—integrating goals-based planning, investment selection, and proposal generation into one intuitive interface.
We’re solving a different problem from many other investment managers – we manage portfolios to suit people’s changing goals and risks. Our grounding in goals-based principles drives us to focus on the outcome targeted by a financial plan rather than style boxes.
We believe there are three stages to a client’s investment journey: Gain, Protect, and Spend. Our models are designed to match these financial goals:
Our accumulation portfolios seek to capture global market growth trends and build long-term success on short-term opportunities.
Risk Assist® is a disciplined strategy that seeks to preserve wealth, reduce client anxiety, and combat poor investment decision-making.
Real Spend® is a turn-key retirement income strategy with a tilt towards equities, seeking to support a desired cash flow of 3-7% of the portfolio while balancing asset preservation and the growth of legacy wealth.
Our in-house team of portfolio strategists can also help you create and manage custom investment models. We can support single-manager and blended portfolio options built around your unique preferences and existing manager relationships.
Many advisors blend our solutions with other manager models, separately managed accounts (SMAs), or their own sleeves.
Do you build your own models? Our goal is to keep you in control of investment decision making for your clients. We offer business consulting and customized investment support to help you create a defined, documented, and deliberate process for how you build and manage portfolios.
For higher net-worth clients who seek a customizable investment solution, Horizon Custom Portfolios (HCP) is an actively managed single-stock portfolio with robust tax management capabilities – allowing you and your client to customize the tax management process down to the individual lot level.
Our user-friendly planning software helps you guide your clients on their investment journey, creating a quick and easy experience for you to evaluate different investment scenarios and solutions that align with a financial plan.
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