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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 service

Horizon Custom Portfolios

Customizable actively managed single-stock portfolio

Technology

Intuitive, investor-friendly planning software

Horizon Mutual Funds

Goals-based investing with Horizon Funds
Insights

In the News

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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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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.

Our Insights

Webcast: Q1 Quarterly Review & Market Outlook

Horizon Investments March 13, 2025

Join us at 4:00 PM ET on Tuesday, April 8, 2025, for Horizon’s Quarterly Webcast, hosted by Chief Investment Officer Scott Ladner and Head of

Weekly Market Recap | 03/24/25

Zachary Hill, CFA® March 24, 2025

What Happened Last Week Equity Consolidation: Intra-equity market volatility was calmer last week after a few weeks of sharp investor rotations out of the U.S.

Barron’s: The Fed is ‘Largely Irrelevant.’ Here’s Why.

Scott Ladner March 20, 2025

Read More

Schwab Network: Tech ‘Has to Be’ in Your Portfolio

Scott Ladner March 18, 2025

Weekly Market Recap | 03/17/25

Zachary Hill, CFA® March 17, 2025

Yahoo Finance: Why Wall Street is struggling to adapt to Trump 2.0

Scott Ladner March 17, 2025

The Lag 7

Mike Dickson, Ph.D.

CNBC: Ladner: Powell’s press conference is the main show today

Scott Ladner

Schwab Network: Tech ‘Has to Be’ in Your Portfolio

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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