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Take your advisory practice to the next level.

Balancing the demands of being a financial advisor and business owner can be overwhelming – how do you find more time?

Align with a team that’s focused on your investment management needs as a financial advisor and your growth opportunities as an entrepreneur.

INTRODUCING

Who We Are

Horizon One

Who We Are

Horizon is an investment manager with decades-deep RIA roots, making us qualified to consult with advisors who want to take their practice to the next level. We know the challenges of portfolio management and scaling a business for successful growth.

WHAT IT IS

Empowering Your Independence

Keeping advisors in control of investment decision-making is our goal. Horizon’s Consulting Solutions is a new breed of outsourced CIO (OCIO) dedicated to enhancing your current process. Our collaborative approach helps ensure you have a defined, documented, and deliberate process for building and managing portfolios.

Why Partner with Horizon's Consulting Solutions?

  • Dedicated Portfolio Strategist, engaged with your team
  • Customized model framework and investment process
  • Structured quarterly investment committee meeting guidance
  • Ongoing manager research, due diligence, and monitoring 
  • Support in establishing an investment policy statement
  • Branded advisor dashboard, client proposal, and planning tools
  • Access to a community of growth-oriented advisory firms

Why Partner with Horizon's Consulting Solutions?

  • Dedicated Portfolio Strategist, engaged with your team
  • Customized model framework and investment process
  • Structured quarterly investment committee meeting guidance
  • Ongoing manager research, due diligence, and monitoring 
  • Support in establishing an investment policy statement
  • Branded advisor dashboard, client proposal, and planning tools
  • Access to a community of growth-oriented advisory firms

Download our Consulting Solutions brochure to dive deeper.

Download Now

Download our Consulting Solutions brochure to dive deeper.

Download Now

Take the first step!

Schedule a discovery call with our team today. 

Schedule a Call
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See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information
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