Customized investment solutions

Custom Outsourced Chief Investment Officer (OCIO) solutions. Institutional-caliber asset management, engineered for results.

Outsourced CIO for RIAs

Investment consulting for institutions

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. 

Goals-based OCIO Solutions

Operationalize goals-based asset management

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.

What makes our approach different?

Customize solutions to meet your firm's needs

INSTITUTIONAL TECHNOLOGY SOLUTIONS

Connect product to planning, scale support

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.

Seamless integration with legacy systems • Mobile and tablet friendly

Customized investment solutions

Horizon Guidance Tools

Scenario analysis and visualization
Portfolio construction across investment stages
Update goals-based plans as account data changes

For the RIA​

Unified planning and proposal generation
Trade-level performance tracking with strategy alerts
Self-trainable interfaces

For the Broker Dealer

Built to your specs and brand
Promotes internal wealth platform
Integrated strategies

Risk management overlays

Risk-optimized portfolio management

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.

For illustrative purposes only.

Subadvisory services

Harness our expertise in managing goals-based strategies

As an experienced subadvisor, Horizon tailors research-oriented, goals-based indices and accounts, delivering high-touch Separately Managed Accounts (SMAs) and custom-designed filters. 

Looking for a sub-advisor with expertise in goals-based investing?

Schedule a consultation to get started

Horizon Investments

Connect product to planning with the Horizon technology suite. Goals-based strategies, cutting edge software.

Explore mutual funds managed by Horizon Investments.

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