Accumulation of wealth: Clients have one chance to meet their goal. That’s why we believe they need portfolios that actively adapt as global markets change
Preservation of wealth: As clients near a goal, investing behavioral mistakes can be addressed with strategies that seek to reduce the risk of catastrophic loss
Distribution of wealth: Horizon’s automated, growth-oriented retirement-income solutions aim at solving for longevity risk
Explore mutual funds managed by Horizon Investments.
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.
