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Financial Advisors

How we help advisors guide clients through their life journeys

Financial Institutions

Intuitive technology that supports your advisors
Solutions

Goals-Based Investing

Marrying investment strategies to financial planning

Gain Stage Portfolios

Protect Stage Portfolios

Spend Stage Portfolios

Horizon One

Investment management consulting that positions your practice to thrive

Horizon Mutual Funds

Goals-based strategies managed by Horizon Investments

Technology

Intuitive, investor-friendly planning software
Insights

In the News

Our latest thoughts, in and on the media

Big Number

Our regular look at the market’s most revealing number

Research

Our in-depth thinking on goals-based investing

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Our Firm

What we do—and why we do it

Our Difference

What we do—and why we do it

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Helping Investors Reach Their Goals

We’ve refined traditional investment management
by putting people’s goals first.

We are Horizon Investments.

The Firm for Goals-Based Investing

Horizon Investments offers investment management, technology, and consulting–tools for investing and advising clients with a goals-based, behavioral framework.

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Our Insights

Q3 2024 – Strategies in Review

Zachary Hill, CFA® October 11, 2024

Gain Strategies Despite returns of over 5% for both global stocks (MSCI All Country World Index) and core bonds (Bloomberg US Aggregate Index), the

Q3 2024 Quarterly Webcast Replay

Horizon Investments October 8, 2024

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the third quarter of 2024 and provide a market outlook. Download

Weekly Market Recap | 10/14/2024

Zachary Hill, CFA® October 14, 2024

What Happened Last Week Price Action: Fresh all-time highs in U.S. large caps on bank earnings and re-kindling of the AI narrative. Uncertainty: Market rallied

Weekly Market Recap | 10/07/2024

Zachary Hill, CFA® October 7, 2024

China Takes Off

Mike Dickson, Ph.D. October 3, 2024

Bloomberg Radio: Middle East Worries

Scott Ladner October 2, 2024

What Are Junk Bonds Saying About the Economy?

Mike Dickson, Ph.D.

Q3 2024 Quarterly Webcast Replay

Horizon Investments

BNN Bloomberg: Current macro landscape in the U.S.

Scott Ladner

Empower the Advisor®

We offer investment solutions and related services professionals can use to grow their businesses.

Goals-Based Strategies

Our GAIN, PROTECT, and SPEND portfolios 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.

Horizon Mutual Funds

Explore mutual funds managed by Horizon Investments.

Technology

Tools that enhance practice efficiency, for advisors and institutions.

Goals-Based Strategies

Our GAIN, PROTECT, and SPEND portfolios 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.

Horizon Funds

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

Technology

Tools that enhance customer experience and practice efficiency, for advisors and institutions.

A Multi-Disciplinary Investment Team

Our active, flexible investment management approach combines qualitative and quantitative processes built on academic research and in-depth, practical industry experience.

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