Solutions

Goals-Based Investing

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

Consulting Services

Align with a team that’s focused on your needs as a financial advisor and as 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

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Insights

Keep Calm and Carry On

Zach Hill, CFA, joined Yahoo Finance Live to discuss recession possibilities

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About

Leadership

Profiles of Horizon’s executive and investment management leaders

Sales Team

Find and connect with your nearest
Horizon Investments wholesaler

Our Culture

Horizon is guided by five principles

Our Awards

We are grateful to be recognized in our industry
FAQs

Insights

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