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?
- Active
- Flexible
- Global
- Multidisciplinary
- Tech-forward
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.
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?
