Goals-Based Approach vs Traditional Approach

Our mission is to provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their most important financial objectives throughout life.

Horizon’s CEO, Robbie Cannon, discusses our Goals-Based Approach, below. Asset TV filmed Robbie at the 2018 Envestnet Advisor Summit where Horizon was named Envestnets 2018 Manager of the Year and 2018 Strategist of the Year.

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