• Solutions

    Goals-Based Investing

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

    Consulting Solutions

    Align with a team that’s focused on your needs as a financial professional and 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​

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    Explore mutual funds managed by Horizon Investments.

  • Insights

    Explore All Insights

    Top Stories

    CNBC: The Bear Case for Consumer Staples

    The staples companies were not hurt on the input side...

    Advisor Sentiment Survey Results

  • Our People

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    Our Culture

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Our Technology

Goals-based investing software that helps empower your practice.

Goals-based financial planning software designed to empower your practice.

FOR ADVISORS

A financial-planning tool to help you guide your clients along the goals-based journey.

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FOR INSTITUTIONS

Integrate your technology to support your advisors with an easy-to-use software workflow.

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For illustrative purposes only.
FOR ADVISORS

We think today’s advisors require powerful financial-planning tools, real-time portfolio alerts and investment-plan tracking — plus elegant proposal documents that drive effective client meetings – all in one software package. That’s why we created Dashboard.

For illustrative purposes only.

Transparent Strategy History

Explore the historical holdings of our strategies and see how the holdings have changed over time. And tap into our Research Lab for more insights and innovations.

Client-Friendly Proposals

Our powerful proposal tools make it quick and easy to evaluate different scenarios. And when it comes time to present a plan, clear language and engaging graphics help advisors set realistic expectations with clients.

For illustrative purposes only.
For illustrative purposes only.

Strategy Alerts and Tracking

Peace-of-mind for advisors and their clients comes from receiving updates on activity in Horizon’s strategies and continuously tracking progress towards a financial goal.

Ready to learn more about how our goals-based software can simplify your practice?

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Software integration

For Institutions

We can help you develop modern, user-friendly software solutions for your advisor workflow.

How We Can Help Broker-Dealers:

  • Custom risk tolerance questionnaires
  • Strategy selection and model construction
  • Portfolio comparison tools and reports
  • Growth and income illustration tools
  • Client-friendly proposals and brochures
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CHARTS ARE GRAPHIC REPRESENTATIONS OF HORIZON’S FINANCIAL PLANNING TOOLS AND ARE FOR ILLUSTRATIVE PURPOSES ONLY.
This material is not representative of any actual client’s experience, but is rather intended only to illustrate the potential interplay of financial planning and the timing of investments. Investing involves risk and clients may lose money. Certain assumptions are shown in the charts; more information about assumptions used in Dashboard are available by contacting us at info@horizoninvestments.com.

See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information
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See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information
Not Guaranteed | Investing Involves Risk | Clients May Lose Money
©2023 Horizon Investments, LLC. All Rights Reserved.
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