Like you, Horizon Investments is in the business of empowering advisors to achieve investor goals and maximize financial outcomes. We understand that RIAs and broker-dealers face unique challenges requiring customized investment solutions.Â
In addition to combining traditional investment management solutions with insurance and alternative products, we institutionalize risk scoring with goals-based performance standards that measure whether a client’s goal is properly placed and the product is suitable for the goal.
Customize and white-label a cutting-edge, goals-based advisor platform. Designed to unite goals-based planning together with investment selection and tracking, in one intuitive interface.
Horizon specializes in risk management and innovates diverse risk management techniques, delivering signals for institutional portfolios by implementing overlays on top of 3rd-party models.
As an experienced subadvisor, Horizon tailors research-oriented, goals-based indices and accounts, delivering high-touch Separately Managed Accounts (SMAs) and custom-designed filters.Â
Looking for a sub-advisor with expertise in goals-based investing?
Connect product to planning with the Horizon technology suite. Goals-based strategies, cutting edge software.
Explore mutual funds managed by Horizon Investments.
