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The Power of Customization

Horizon Custom Portfolios

Designed for clients who seek a customizable investment solution, Horizon Custom Portfolios (HCP) is an actively managed single-stock portfolio that combines the features of individual equity ownership and comprehensive tax management capabilities down to the lot level to address a range of client preferences and goals.

HCP is designed to optimize your clients’ portfolios for their personal goals, whether they’re seeking to grow wealth, plan for retirement, or preserve their legacies.

Individual Equity Ownership

Offer clients transparency through direct ownership of roughly 50 U.S. large-cap stocks, actively managed by Horizon’s investment team.

Customizable Tax Management

Control gains at the lot level with an unlimited transition timeframe—designed to help you limit the impact of ongoing tax liabilities and maximizing after-tax returns.

Flexible Portfolio Design

Diversify portfolios with small/mid-cap (SMID), international, and fixed income sleeves while maintaining control through security-level rules and personalized income targets.

HCP provides flexibility to tailor each client’s portfolio to their unique objectives. These options can be adjusted over time to reflect evolving needs and preferences.

Sample HCP Portfolio

FOR ILLUSTRATIVE PURPOSES ONLY

Customize the Allocation

  • Diversify equity exposure by adding SMID or International (ADR1) sleeves, or combine them for an all-cap approach.
  • Allocate up to 50% to fixed income ETFs and set a designated cash reserve
  • Set a personalized tax budget with HCP’s unlimited transition flexibility and lot-level capital gains management.
 
¹ADRs, or American Depository Receipts, are securities of international companies listed on U.S. stock exchanges.

Built on Our Technology

HCP’s integration into Horizon’s proprietary technology streamlines portfolio management, helping advisors deliver a more seamless client experience.

  • Track year-to-date capital gains and see how they compare with a client’s capital gains budget
  • Review detailed trade activity at the account level, including any tax-loss harvesting transactions and rebalances
  • Visualize holding and allocation changes over time to better understand portfolio evolution and positioning
Account Activity Mockup
FOR ILLUSTRATIVE PURPOSES ONLY

HCP could be well suited for clients who:

  • Want to transition highly concentrated and/or appreciated stock from an employee stock ownership plan, a stock grant, or an inheritance
  • Experience a financial windfall such as selling a business or property sale
  • Enjoy single-stock ownership and the transparency associated with these holdings
  • Desire comprehensive customization over their portfolio
  • Seek to manage and mitigate growing tax liabilities
Download Brochure
Charts are graphic representations of Horizon’s financial planning tools and are for illustrative purposes only. This material is not representative of any actual client’s experience, but is rather intended only to illustrate the potential interplay of financial planning and the timing of investments. Investing involves risk and clients may lose money. More information about these chart is available by contacting us at info@horizoninvestments.com.
The SMID and ADR sleeves are subject to a minimum investment amount.
No security is intended to be sold based on this document. The investments recommended by Horizon Investments are not guaranteed. There can be economic times where all investments are unfavorable and depreciate in value. Clients may lose money.
Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Strategies are subject to risks including general market risk and risks related to economic conditions. Underlying investments fluctuate in price and may be sold at a price lower than the purchase price resulting in a loss of principal. The underlying investments are neither FDIC insured nor guaranteed by the U.S. Government.
Horizon reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. The investment strategy or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances. This material has been prepared for informational purposes only. Horizon does not provide tax advice. Investors are strongly advised to consult with their tax advisers regarding any potential investment or specific tax questions and obligations. Certain transactions give rise to substantial risk and are not suitable for all investors.
Visuals and charts shown are for illustrative purposes only and should not be considered a guarantee of success or a certain level of performance.
Past performance not indicative of future results. This overview document is not exhaustive and is intended only to introduce certain strategies managed by Horizon Investments. Contact us for more information about these strategies and for a copy of our Form ADV.
Horizon makes no predictions, representations, or warranties herein as to the future performance of any portfolio.

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