The Horizon One consulting team collaborates with advisory practices to build customized investment solutions.
With our help, advisors can focus more on their practices and client relationships.
Horizon One is a new breed of outsourced CIO (OCIO) dedicated to enhancing—not replacing—your current process.
We’ll help you create a defined, documented, and deliberate process for building and managing portfolios.
Modernize and scale your business with a customized investment framework, supported by technology that connects your solutions to your clients’ financial plans.
Dedicated Horizon One analysts work with advisory practices to understand client needs and deliver tailored solutions.
Easily access resources online through our easy-to-use advisor platform.
Join a community of financial advisory firms. Horizon One is where business owners can collaborate and share best practices.
Access educational opportunities and customized marketing support.
Discovery
Current Model
Analysis
Initial Model
Proposal
Model Refinement/
Implementation
Ongoing Support
Get feedback on your current investment models.
Navigating heightened market volatility and an evolving regulatory landscape has become the new normal for many financial advisors, all while managing the operational and administrative
See Horizon Investments’ Customer Relationship Summary and
View Form ADV for additional information
