At Horizon, it’s about helping advisors transform their practices, so they can focus on what they do best: building meaningful relationships and helping clients reach their financial goals.
Our goals-based philosophy is the core of our approach, brought to life through the Gain Protect Spend® framework, designed around people and their financial objectives.
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.
Economic growth could be stronger than previously expected Is the U.S. economy about to accelerate? The Federal Reserve Board seems to think so. Last week,
What Happened Last Week The Fed Delivers: The Fed delivered a 25 basis-point cut with a slightly hawkish tilt. Tech Earnings Disappoint: Oracle and Broadcom
