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Horizon One Consulting Solutions

For over 30 years, Horizon has helped financial advisors build more efficient, client-focused practices. Delivering great advice requires more than just investment expertise – it requires time, resources, and a partner who understands your goals. That’s where Horizon One comes in.

Horizon One is our comprehensive consulting solution designed to enhance—not replace—your existing process.

Customized Investment Framework​

Our Portfolio Strategy Group works with you to build a defined, documented, and deliberate portfolio framework—empowering you to stay in control of the decisions that matter.

Deeper Analytics and Research

Access our comprehensive investment analytics and institutional research capabilities—and extend the integrity of your current business model. ​

The Horizon One Onboarding Process​

Our onboarding process is deeply collaborative. After an in-depth business discovery and current model analysis, we work together to design and refine a proposal that fits your philosophy and unique business goals. You stay in control, while we provide the guidance, structure, and support to help you modernize and scale with confidence.

Discovery

Current Model
Analysis

Initial Model
Proposal

Model Refinement/
Implementation

Ongoing Support

Here for You, Quarter Over Quarter, Year Over Year

Your dedicated strategist becomes an extension of your team—someone who knows your practice inside and out. We stay closely connected, offering proactive, high-touch service and ongoing support tailored specifically for your practice. No matter how your needs evolve, we’re here to help you navigate every step with confidence.

Schedule A Meeting

Custom Advisor Dashboard

Horizon’s Dashboard is our advisors’ on-demand resource center that features:

  • White-labeled advisor workstation
  • Branded client proposal and planning tools
  • Customized model dashboard

A Community Built for Advisor Growth

Join our dynamic community of advisory firms committed to growth, innovation, and shared success. Through collaborative events you’ll connect with other advisors to share best practices, gain fresh perspectives, and uncover real-world strategies to strengthen and scale your business.

Marketing and Education​

Access educational opportunities and customized marketing support.

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.

Get Feedback on Your Models

See Horizon Investments’ Customer Relationship Summary and

View Form ADV for additional information

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See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information
Not Guaranteed | Investing Involves Risk | Clients May Lose Money
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