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Financial Advisors

Freedom to Focus

Running your business while serving your clients can be overwhelming. Our goals-based strategies, consulting solutions, and technology can help you focus on what you do best—advising clients through their life journeys. ​

Empower the Advisor®

We offer investment solutions and related services that 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 combined with 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) service, for premier advisor clients.

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.

Everything on One Dashboard ​

Horizon Dashboard is your on-demand resource center, with guidance tools, custom reporting, and informative content.

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Our Latest Thinking​

Horizon’s goals-based perspective on the markets and investing.​

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See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information
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