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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
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Big Number

Our regular look at the market’s most revealing number

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Our in-depth thinking on goals-based investing

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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

Republicans Sweep (Again) for Trump’s Second Act

Zachary Hill, CFA® November 6, 2024

Investors saw sharp market movement the day following the election Donald Trump and the Republicans outperformed expectations on Election Day, securing the White House and

Who are the Real Election Winners?

Mike Dickson, Ph.D. November 5, 2024

Stocks have had a habit of gaining ground no matter who becomes President. Regardless of which candidate emerges victorious, historically, investors have generally come out

The Housing Market Is Still Stuck

Mike Dickson, Ph.D. October 31, 2024

BNN Bloomberg: The Energy Sector Amid Geopolitical Tensions

Scott Ladner October 29, 2024

BNN Bloomberg: Market playbook for a Trump or Harris victory

Scott Ladner October 29, 2024

Weekly Market Recap | 11/04/2024

Zachary Hill, CFA®

CNBC: A “Red Sweep” not happening makes sense for bond yields pulling back.

Scott Ladner

The Housing Market Is Still Stuck

Mike Dickson, Ph.D.

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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