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.
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.
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?