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

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Goals-based investing

Drive outcomes across the curve

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

Accumulation
Preservation
Distribution
How Greg Valliere Sees ‘the Nastiest Election of Our Lifetime
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How Greg Valliere Sees ‘the Nastiest Election of Our Lifetime

Article reprinted from Financial-planning.com by Robbie Cannon When thinking about clients’ retirement portfolios and client...
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Cambridge Advisor Experience Conference

Our recent Advisor Experience Conference at our headquarters in Charlotte, NC. This two-day conference provided...
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goals based investor sitting at a desk with laptop at the beach
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How Is Goals Based Investing Like a Day at the Beach?

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

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Active financial advice is the new reality

We see active financial advice as the new reality. Not robo. Not passive. But active! ...
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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.

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Approach

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.

Empower the Advisor®

Consulting

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.

Goals-Based Consulting

Customization

For Institutions

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

Institutional Solutions

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.

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Discover Horizon Investments

It Just Got Extreme Between Tech and Small-Caps

Here’s something we have only seen once in 20 years In a true study of contrasts, the tech-heavy Nasdaq 100...
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Market Update + Outlook with CIO Scott Ladner and Austin Fitch CFA®

Scott Ladner and Austin Fitch discuss the Fed announcement and the current market and what they are watching.   https://www.youtube.com/watch?v=SI8F0XIe2kI
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What Happens When The Fed Stops Raising Rates?

Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about the health of the U.S....
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See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information
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