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

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

Continue

Explore mutual funds managed by Horizon Investments.
Insights

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

Mortgage Payments Are Through the Roof

Explore the Blog
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

Gain

Subscribe to our newsletter

TOPICS:

The True Value of Financial Advice

Markets Continue to Focus on Trade Issues

It was a week when politics tended to overshadow economics, with stocks selling off and U.S. Treasuries rallying. The S&P...

Markets Down Slightly as China Trade Dispute Continues

Hopes for a quick resolution to the China trade dispute faded this past week, and the market had to come...

Trade Dispute with China Dominates Markets

The trade dispute with China dominated markets during the week, beginning with President Trump’s Sunday night tweet announcing plans to...

Fed Continues Its Wait and See Approach

April jobs numbers came out well above economists’ estimates, bringing the jobless rate to a 49-year low at 3.6%. The...

GDP Surprises, Up 3.2% in 1Q

The U.S. Commerce Department reported first-quarter GDP on Friday, and it was a pleasant surprise, up 3.2% compared to expectations...

Jobless Numbers Stay Near 50-year Low

Stocks saw modest returns last week as earnings season kicked into high gear. The S&P 500 closed in on earlier...

Earnings Season Kicks Off With the Big Banks

Earnings season kicked into high gear last week with the first reports from the big banks, J.P. Morgan and Wells...

Good Jobs Numbers Show Growth Likely to Continue

It was a good week for global stocks, jumpstarted by news of better-than-expected Purchasing Manager Index (PMI) numbers out of...

S&P 500 Rises to End the Quarter

Stocks ended the week on an up note, capping an impressive quarter that saw the S&P 500 index climb 13%,...

Stocks Take a Breather

Friday was a tough day for stocks as concerns over global growth overcame a decision by the U.S. Federal Reserve...

Stocks Bounce Back, Market Awaits Fed

It was a bounce-back week for stocks with the S&P 500 climbing 3% and global equities hitting a four-month high....

Bull Market Hits 10th Anniversary

The bull market turned 10 on Saturday at the end of a week that was generally negative for stocks. Friday’s...

GDP Shows Modest but Continued Growth

Stocks lost ground mid-week before rallying into the weekend on generally decent data and further optimism on a trade deal...

Stocks Up for Ninth Straight Week

U.S. equities climbed for the ninth straight week – the longest such period since 1995 – and the CBOE Volatility...

Stocks Continue Rebound as the VIX Retreats

Retail sales looked to be the “big number” for the week, and they disappointed when released on Thursday, showing a...

Global Stocks Mixed, Awaiting News on China, Brexit

It was a mixed week for economic data, and markets reacted accordingly, with U.S. equities up slightly and Europe and...

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

Sign up for our newsletter.

Filter out the daily noise and focus on what’s important in markets and current events from a goals-based perspective.

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

Not Guaranteed | Investing Involves Risk | Clients May Lose Money

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

Mortgage Payments Are Through the Roof

Insights

Gain

Subscribe to our newsletter

TOPICS:

Markets Continue to Focus on Trade Issues

Markets Down Slightly as China Trade Dispute Continues

Trade Dispute with China Dominates Markets

Fed Continues Its Wait and See Approach

GDP Surprises, Up 3.2% in 1Q

Jobless Numbers Stay Near 50-year Low

Earnings Season Kicks Off With the Big Banks

Good Jobs Numbers Show Growth Likely to Continue

S&P 500 Rises to End the Quarter

Stocks Take a Breather

Stocks Bounce Back, Market Awaits Fed

Bull Market Hits 10th Anniversary

GDP Shows Modest but Continued Growth

Stocks Up for Ninth Straight Week

Stocks Continue Rebound as the VIX Retreats

Global Stocks Mixed, Awaiting News on China, Brexit

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

Sign up for our newsletter.

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

Services

Strategies