Horizon’s distinctive approach of marrying investment strategies to financial planning
Align with a team that’s focused on your needs as a financial professional and an entrepreneur
Powerful advisor planning tools that are
easy-to-use—that’s Horizon’s Dashboard
Connect product to planning with the Horizon technology suite. Goals-based strategies, cutting edge software.
Explore mutual funds managed by Horizon Investments.
Position your clients’ wealth to realize their financial goals with Horizon’s breakthrough goals-based investing program.
See our approach to measuring risk in goals-based investing. Confidently manage risk at every investment stage.
Simplify your planning workflow and strengthen your advisory practice. This conviction informs everything we do.
Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about the health of the U.S. banking system and economy have
Horizon is an award-winning investment management firm with a groundbreaking approach to goals-based investing.