Financial Institutions | Horizon

Services

Financial Advisors

How we help advisors guide clients through their life journeys

Financial Institutions

Intuitive technology that supports advisors
Solutions

Goals-Based Investing

Horizon’s innovative investment framework

Gain Stage Portfolios

Protect Stage Portfolios

Spend Stage Portfolios

Horizon One

Outsourced CIO (OCIO) consulting solutions

Horizon Custom Portfolios

Customizable actively managed single-stock portfolio

Technology

Intuitive, user-friendly planning software

Horizon Mutual Funds

Goals-based investing with Horizon Funds
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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Who We Are

Our Firm

What we do—and why we do it

Our Difference

What we do—and why we do it

Careers

Our culture and open positions

Leadership

Meet our senior team

Your Sales Team

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Investment Management

Meet our investment team
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Technology for Your Advisors

Support your advisors with easy-to-use software that integrates with your technology

We’ve developed advisor workflow software for many institutional platforms. Our work with advisors provides us with insight into what they want.

Our Technology for Broker-Dealers includes:

Custom risk tolerance questionnaires
Strategy selection and model construction
Portfolio comparison tools
Interactive illustration tools
Proposal generation and educational content

Request your demo today.