goals-based asset management

Horizon builds goals-based asset management solutions for financial advisors. Tech-forward. Outcome-driven.

Drive outcomes across the curve

Goals-based investment management to us means optimizing portfolios as investor goals and risks evolve throughout the investment journey.

How Greg Valliere Sees ‘the Nastiest Election of Our Lifetime

How Greg Valliere Sees ‘the Nastiest Election of Our Lifetime

Article reprinted from by Robbie Cannon When thinking about clients’ retirement portfolios and client...

Cambridge Advisor Experience Conference

Our recent Advisor Experience Conference at our headquarters in Charlotte, NC. This two-day conference provided...
goals based investor sitting at a desk with laptop at the beach

How Is Goals Based Investing Like a Day at the Beach?


The Critical 5% – Financial Planning for Normal & Abnormal Markets


Active financial advice is the new reality

We see active financial advice as the new reality. Not robo. Not passive. But active! ...
For illustrative purposes only.

Grow your practice,
improve your process

Designed to connect product to planning, our intuitive advisor platform and investment software help strengthen your planning process, recommendations, and client relationships. Use it to generate investor-friendly proposals and drive meaningful conversations about your clients’ goals.

Subscribe to our newsletter


For the Advisor

We believe strategies should align to how you plan. That's why our goals-based approach accounts for investors' life goals and helps you focus on what really matters.


For the Rep as PM

Rely on a dedicated team to help you define your investment process, organize and scale your asset management function, and grow your advisory business.


For Institutions

Harness the power of customized risk mitigation techniques, goals-based investment management frameworks, product and software development, and subadvisory services.

Goals change, our values don’t

Horizon applies leading-edge research and disruptive financial engineering to empower advisors and help achieve real-world outcomes for investors.

We’re an award-winning investment solutions provider, dedicated to making an impact on the people and communities we touch.

Discover Horizon Investments

Keep Calm and Carry On

Economists surveyed by the Wall St. Journal now say there's a 44% chance of a recession—up from just 18% in...

Zach Hill, CFA, joined Yahoo Finance Live to discuss recession possibilities

Zach Hill, CFA and ERShares COO Eva Ados joined Yahoo Finance Live after the closing bell to examine the possibilities...

Mortgage Payments Are Through the Roof

Red-hot inflation, and the Fed’s now-aggressive efforts to fight it, are pushing up mortgage rates at their fastest pace on...
*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. 

You are now leaving this website to go to

Connect product to planning with the Horizon technology suite. Goals-based strategies, cutting edge software.

Explore mutual funds managed by Horizon Investments.