Profiles of Horizon’s executive and investment management leaders
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Horizon is guided by five principles
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Connect product to planning with the Horizon technology suite. Goals-based strategies, cutting edge software.
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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.
Economists surveyed by the Wall St. Journal now say there’s a 44% chance of a recession—up from just 18% in January. The newspaper noted that
Horizon is an award-winning investment management firm with a groundbreaking approach to goals-based investing.