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Fueling Advisor Growth

Horizon works for advisors and their clients in six key ways:

1

Trusted Partner: Horizon is a trusted partner offering the technology, expertise, and investment solutions that help advisors grow their practices and deepen client relationships.

2

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.

3

Goals-Based Philosophy: The Gain Protect Spend® framework is a key differentiator and resonates strongly with both advisors and their clients.

4

Collaboration, Not Competition: Advisors seek genuine partnerships and our people-first culture fosters trust and collaboration with our clients.

5

Community: Horizon provides a much-needed sense of belonging and support, especially for advisors in large broker-dealer firms.

6

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.

Goals-Based Solutions and Advisor Resources

Offering technology, expertise, and investment solutions that fuel advisor growth and deepen client relationships.

Goals-Based Strategies
Our Gain, Protect, and Spend portfolios are for meeting your clients’ life goals.
Horizon Custom Portfolios
Our goals-based strategies in a flexible separately-managed account (SMA) format.
Horizon One Consulting
Our dedicated outsourced CIO (OCIO) solution and additional practice management services.
Technology
Our user-friendly software helps you guide your clients on their investment journey.​
Horizon Funds
Explore mutual funds and exchange traded funds (ETFs) managed by Horizon.
Goals-Based Strategies

Our Gain, Protect, and Spend portfolios are for meeting your clients’ life goals. 

Horizon Custom Portfolios

Customizable separately managed accounts (SMAs) designed with goals-based planning in mind.

Horizon One Consulting

Dedicated outsourced CIO (OCIO) solution and additional practice management services. 

Technology

User-friendly software helps guide your clients on their investment journey.

Horizon Funds

Designed for the goals and risks investors face throughout their lives.

User-Friendly Software

Horizon Dashboard is your on-demand resource center, with guidance tools, custom reporting, and informative content.

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