Solutions

Goals-Based Investing

Horizon’s distinctive approach of marrying investment strategies to financial planning

Consulting Solutions

Align with a team that’s focused on your needs as a financial professional and an entrepreneur

Our Technology

Powerful advisor planning tools that are
easy-to-use—that’s Horizon’s Dashboard
Strategies

Gain Stage

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

Protect Stage

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

Spend Stage

Distribution of wealth: Horizon’s automated, growth-oriented retirement-income solutions aim at solving for longevity risk

Horizon Funds

You are now leaving this website to go to HorizonMutualFunds.com

Continue

Explore mutual funds managed by Horizon Investments.
Insights
In the News

Research

Featured

Video

Special Report

Big Number

Market Notes

Menu

Explore All Insights

Top Stories

What Happens When The Fed Stops Raising Rates?

What Happens When The Fed Stops Raising Rates?

Stocks stand to benefit if the Fed eases up on...

Shades of ’87 as Treasury Yields Plummet

Shades of ’87 as Treasury Yields Plummet

Bank woes raise questions about the Fed’s next move.Investors’ sudden...
Our People

Leadership

Sales Team

Investment Team

Our Culture

Insights

Top Stories

What Happens When The Fed Stops Raising Rates?

Shades of ’87 as Treasury Yields Plummet

Semiconductors Spark Investors’ Hope

Surprise! Pending Home Sales Surge

The U.S. real estate market has been flexing its muscles in recent weeks.Unexpected strength in the real estate market this...

Zach Hill, CFA® joined ‘Squawk Box’ to discuss what’s happening in the microeconomic economy

“The U.S. economy looks pretty strong, and we think that will feed into corporate profits.” – Zach Hill, Head of...

Emerging Risks in U.S. Stocks

U.S. stocks have clearly perked up so far this year. But now, two key market metrics show a heightened level...

Fast Take: February 10, 2023 | Market Insights with Zach Hill, CFA®

https://www.horizoninvestments.com/wp-content/uploads/2023/02/Fast-Take-Final-Video.mp4 Hear Zach Hill, CFA®, Head of Portfolio Management, cover Horizon’s thoughts on the state of the economy, Fed policy,...

Using non-traditional data to quantitatively identify high-quality companies.

In the consumer market, high-quality products are identified as reliable, longer lasting, and are generally viewed very positively. Names of...

Risky Stocks Are All The Rage—But Will It Last?

In the wake of a bruising 2022, investors seem to have decided that “risk on” is where it’s at this...

This Bond Market Signal May Be Good News for Stocks

Expected interest rate volatility has fallen 28 points so far this yearThe financial markets are predicting less volatility in interest...

Q4 2022 – Strategies in Review

Gain Strategies The final quarter of what has been a difficult year for asset owners finished on a positive note...

Q4 Focus 2022: Navigating The Unknown

OverviewFinancial markets suffered sizable—in some cases, historic—losses in 2022. Soaring inflation combined with an aggressive monetary policy response by the...

Top Stories

What Happens When The Fed Stops Raising Rates?

What Happens When The Fed Stops Raising Rates?

Shades of ’87 as Treasury Yields Plummet

Shades of ’87 as Treasury Yields Plummet

Insights

Top Stories

Surprise! Pending Home Sales Surge

Zach Hill, CFA® joined ‘Squawk Box’ to discuss what’s happening in the microeconomic economy

Emerging Risks in U.S. Stocks

Fast Take: February 10, 2023 | Market Insights with Zach Hill, CFA®

Using non-traditional data to quantitatively identify high-quality companies.

Risky Stocks Are All The Rage—But Will It Last?

This Bond Market Signal May Be Good News for Stocks

Q4 2022 – Strategies in Review​

Q4 Focus 2022: Navigating The Unknown

See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information

See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information

Services

Strategies

Q4 2022 – Strategies in Review