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.
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.
Help investors achieve their goals for themselves, their families, and the world at large.
Empower advisors with leading goals-based investment management strategies, technology tools, and consulting services.
Build a tech-enabled financial ecosystem with individual investors at the center, supported in their goals by confident advisors and fiduciaries.
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.
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.
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Founded as an RIA (registered investment advisor), just like our clients
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Grew a team of seasoned investment managers and consultants, headquartered in Charlotte, NC
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Built a family of funds and subadvises a group of ETFs
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Innovated an expansive product suite with sophisticated technology
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Advanced disruptive risk mitigation and retirement income strategies
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Continue to apply quantitative and qualitative analyses from an academic perspective
