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.
At Horizon Investments, we are a family of determined disruptors. Outside-the-box thinking, rise-to-the-challenge doing.
Horizon encourages a strong sense of values alignment and professional growth that we extend to our advisory clients. Horizon is dedicated to empowering advisors and forging meaningful relationships that help us succeed together.
We share an unwavering commitment to our mission: empowering advisors with goals-based solutions that help their clients achieve their most important financial objectives.
We encourage insightful, creative, and impactful ideas that aim to position Horizon as a leader of the goals-based revolution sweeping the advisory industry.
We foster an environment that encourages the sharing of unique perspectives and experiences among employees and advisors; where one can be seen, heard, cared for, and accepted as part of the Horizon family.
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.
