Horizon works for advisors and their clients in six key ways:
Trusted Partner: Horizon is a trusted partner offering the technology, expertise, and investment solutions that help advisors grow their practices and deepen client relationships.
Powered by People and Culture: Our team is focused on building meaningful relationships with our clients and becoming a trusted partner in all aspects of their business.
Goals-Based Philosophy: The Gain Protect Spend® framework is a key differentiator and resonates strongly with both advisors and their clients.
Collaboration, Not Competition: Advisors seek genuine partnerships and our people-first culture fosters trust and collaboration with our clients.
Community: Horizon provides a much-needed sense of belonging and support, especially for advisors in large broker-dealer firms.
Tech Enabled Growth: Our technology embraces simplicity by transforming everyday advisor challenges into a streamlined, customizable workflow—integrating goals-based planning, investment selection, and proposal generation into one intuitive interface.
Offering technology, expertise, and investment solutions that fuel advisor growth and deepen client relationships.
Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.
Dedicated outsourced CIO (OCIO) solution and additional practice management services.
Our Gain, Protect, and Spend portfolios are for meeting your clients’ life goals.
Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.
Dedicated outsourced CIO (OCIO) solution and additional practice management services.
Horizon Dashboard is your on-demand resource center, with guidance tools, custom reporting, and informative content.
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