The modern goals-based investment management firm
Horizon Investments is an award-winning investment management firm and think tank with a groundbreaking approach to goals-based investing.
What makes our goals-based approach revolutionary?
TEAM
Institutional caliber,
individual care
Horizon is an award-winning provider of goals-based portfolio management and technology solutions. Focused on building long-term relationships, our team delivers robust investment management services and support to forward-thinking financial advisory practices across the U.S.
What we believe
Our purpose
Help investors achieve their goals for themselves, their families, and the world at large.
Our mission
Empower advisors with leading goals-based investment management strategies, technology tools, and consulting services.
Our vision
Build a tech-enabled financial ecosystem with individual investors at the center, supported in their goals by confident advisors and fiduciaries.
Expertise
Improving the investment experience
Dedicated
At Horizon, our firm centers on portfolio construction that prioritizes investors’ real world goals, helping you — the advisor — bring expectational certainty to your clients’ financial lives.
Differentiated
Rooted in a global active investment approach, our Gain Protect Spend® framework and goals-based asset management solutions are designed to solve the challenges your clients face as they grow, preserve, and spend wealth.
25+ Years
A history and future of innovation
01
Founded as an RIA (registered investment advisor), just like our clients
02
Grew a team of seasoned investment managers and consultants, headquartered in Charlotte, NC
03
Built a family of funds and subadvises a group of ETFs
04
Innovated an expansive product suite with sophisticated technology
05
Advanced disruptive risk mitigation and retirement income strategies
06
Continue to apply quantitative and qualitative analyses from an academic perspective
*Awarded by
Industry recognition
We are grateful to the financial advisors who choose Horizon Investments for their goals-based investing needs and to the industry at-large for the recognition we’ve received.
