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
Horizon Notes

Special Report

Big Number

Market Notes

In the News

Research

Featured

Video

Menu

Explore All Insights

Top Stories

CIO Scott Ladner Talks Fed Policy with CNBC

CIO Scott Ladner Talks Fed Policy with CNBC

CIO Scott Ladner joins CNBC to discuss Treasuries, the Fed's...

What Rises Typically Converges

What Rises Typically Converges

It’s a game of “catch me if you can” between...
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

Insights categories

Filter out the daily noise.

Get in touch

Speak with someone in your area to learn more

rate hikes

What Rises Typically Converges

It’s a game of “catch me if you can” between investors and the Fed these days. For the most part,...

Europe Hits the Brakes

All eyes were once again on interest rates last week, as the European Central Bank (ECB)—the eurozone’s equivalent of the...

Fed Finally Moves Against Inflation!

Fed Finally Moves Against Inflation With Rate Hike.

Could geopolitical conflicts impact the Fed’s rate hike timeline?

Horizon Investments CIO, Scott Ladner was on Mornings with Maria Bartiromo on Fox Business Network to discusses the impact the...

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

Top Stories

CIO Scott Ladner Talks Fed Policy with CNBC

CIO Scott Ladner Talks Fed Policy with CNBC

What Rises Typically Converges

What Rises Typically Converges

Insights

Insights categories

Filter out the daily noise.

Get in touch

rate hikes

What Rises Typically Converges

Europe Hits the Brakes

Fed Finally Moves Against Inflation!

Could geopolitical conflicts impact the Fed’s rate hike timeline?

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