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 is the core of our approach, brought to life through the Gain Protect Spend® framework, designed around people and their financial objectives.
Offering technology, expertise, and investment solutions that fuel advisor growth and deepen client relationships.
Our Gain, Protect, and Spend portfolios are for meeting your clients’ life goals.
Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.
Dedicated outsourced CIO (OCIO) solution and additional practice management services.
Sentiment finally rises After months of feeling downbeat, consumers’ attitudes are perking up. The University of Michigan Consumer Sentiment index (one of the oldest gauges
What Happened Last Week Israel Strikes Iran: Israel struck Iran’s nuclear infrastructure and senior military leadership, leading to open conflict between the two nations. Cooling
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