Accumulation of wealth: Clients have one chance to meet their goal. That’s why we believe they need portfolios that actively adapt as global markets change
Preservation of wealth: As clients near a goal, investing behavioral mistakes can be addressed with strategies that seek to reduce the risk of catastrophic loss
Distribution of wealth: Horizon’s automated, growth-oriented retirement-income solutions aim at solving for longevity risk
Explore mutual funds managed by Horizon Investments.
Running your own advisory practice and your own investment models can be challenging. Align with a team that’s focused on supporting your investment management needs as an advisor and empowering your success as an entrepreneur.
Free up more time and energy to grow your business with our personalized brand of outsourced investment management services. Get customized and objective investment research designed to enhance your investment process, while keeping you fully in control of decision making.
Horizon brings extensive experience across all aspects of investment management and practice support.
Access robust investment analytics and institutional-caliber investment research, tailored to your business.
Gain a customized goals-based framework to help drive conversations about outcomes and keep clients focused on their goals.
Use intuitive advisor technology designed to plan, stay organized, and consistently trade and track every model.
Gain resources focused on helping you achieve success today and plan well for tomorrow.
A dedicated analyst will work with you and get to know your practice inside and out. From helping with your investment committee to constructing custom portfolios for advisors to relationship management support, Horizon One positions you to thrive.
Horizon One is focused on empowering your independence. Our goal is to provide customized and objective investment research to enhance your current process.
Easily and securely access all documentation and resources online via our intuitive advisor platform.
Take advantage of exclusive educational opportunities and white-labeled marketing support we offer to our Horizon One advisors.
As an investment firm with decades-deep RIA roots, Horizon is uniquely positioned to consult with growing advisories. We know the challenges of portfolio management and what it takes to break through the $1B AUM glass ceiling. Let us help you navigate today’s complexity and achieve your business goals.
In addition to supporting the Rep as Portfolio Manager who is looking to benefit from a modern goals-based approach, Horizon also delivers traditional asset allocation investment consulting services.
Filter out the daily noise and focus on what’s important in markets and current events from a goals-based perspective.
Connect product to planning with the Horizon technology suite. Goals-based strategies, cutting edge software.
Explore mutual funds managed by Horizon Investments.
