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Goals-Based Investing

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

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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

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

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Profiles of Horizon’s executive and investment management leaders

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Our Culture

Horizon is guided by five principles

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TOPICS:

CIO Scott Ladner discussed inflation on ‘Word on Wall Street’

Mornings with Maria

In case you missed it, check out Horizon Investments' CIO Scott Ladner discussing his market sector picks on 'Mornings with...

Scott Ladner Interview with Fox Business

On Thursday, December 26th, 2019, Scott Ladner, Horizon's Chief Investment Officer, appeared on Fox Business to discuss recent market activity...

Scott Ladner Interview with Fox Business

On Tuesday, June 25, 2019, Scott Ladner, Horizon’s Chief Investment Officer, spoke with Cheryl Casone, host of Fox Business AM...

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

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