Services

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

Explore all insights
Who We Are

Our Firm

What we do—and why we do it

Our Difference

What we do—and why we do it

Leadership

Meet our senior team

Your Sales Team

Find your contact at Horizon Investments

Investment Management

Meet our investment team
Generic selectors

Exact matches only

Search in title

Search in content

Post Type Selectors
Login
Contact

Research

Longer-form insights on a range of investment topics.

Special Report: Election 2024

Zachary Hill, CFA® September 10, 2024

Election Season: A Time for Ballots, Not Drastic Portfolio Changes When major elections are near,

Addressing Retirees’ Concerns with Rebalancing

John Bryant, CFA® February 28, 2024

Eventually, many clients will rely on the nest egg they have accumulated and preserved to

Defining the Outsourced Chief Investment Officer (OCIO)

Austin Fitch, CFA® January 24, 2024

Navigating heightened market volatility and an evolving regulatory landscape has become the new normal for

Get Your Time Back with an Efficient RMD Strategy

Mike Dickson, Ph.D. November 29, 2023

Baby boomers have been approaching retirement for a decade, bringing billions of dollars out of

Evaluating Strategies in a Goals-Based Context

John Bryant, CFA® July 19, 2023

When was the last time a client asked, “What was my portfolio’s alpha?” You may

The Retirement Income Challenge

Mike Dickson, Ph.D. June 21, 2023

With the oldest baby boomers over eleven years into retirement and the oldest Generation X

Tactical Management: Global, Flexible, Dynamic

Mike Dickson, Ph.D. March 31, 2023

Key Takeaways Investors require different outcomes from their investments, a one-size-fits-all passive approach is unlikely

Using non-traditional data to quantitatively identify high-quality companies.

Clark Allen, CFA® February 10, 2023

In the consumer market, high-quality products are identified as reliable, longer lasting, and are generally

What Constitutes a Recession?

Horizon Investments August 24, 2022

Historical Recessions Given the increase in signs of a cooling economy, this study aims to

Are Bonds No Longer A Safe Haven For Investors?

Horizon Investments April 28, 2022

Bonds are usually thought of as a safe haven for investors due to their lower

Using an 80 /20 Portfolio with Risk Mitigation to Replace a 60/40

Horizon Investments March 4, 2022

Many investors and financial advisors are still in the dark on what ESG factor investing

Is now the time for ESG?

Scott Ladner March 3, 2021

Many investors and financial advisors are still in the dark on what ESG factor investing

Addressing Retirees’ Concerns with Rebalancing

John Bryant, CFA® February 28, 2024

Defining the Outsourced Chief Investment Officer (OCIO)

Austin Fitch, CFA® January 24, 2024

Get Your Time Back with an Efficient RMD Strategy

Mike Dickson, Ph.D. November 29, 2023

Evaluating Strategies in a Goals-Based Context

John Bryant, CFA® July 19, 2023

The Retirement Income Challenge

Mike Dickson, Ph.D. June 21, 2023

Tactical Management: Global, Flexible, Dynamic

Mike Dickson, Ph.D. March 31, 2023

Using non-traditional data to quantitatively identify high-quality companies.

Clark Allen, CFA® February 10, 2023

What Constitutes a Recession?

Horizon Investments August 24, 2022

Are Bonds No Longer A Safe Haven For Investors?

Horizon Investments April 28, 2022

Using an 80 /20 Portfolio with Risk Mitigation to Replace a 60/40

Horizon Investments March 4, 2022

Is now the time for ESG?

Scott Ladner March 3, 2021

Categories

Topics

Special Report: Election 2024

Zachary Hill, CFA®

Election Season: A Time for Ballots, Not Drastic Portfolio Changes When major elections are near, investors may be concerned about how their portfolios will be

Addressing Retirees’ Concerns with Rebalancing

John Bryant, CFA®

Eventually, many clients will rely on the nest egg they have accumulated and preserved to address their financial needs during what may be a lengthy

Defining the Outsourced Chief Investment Officer (OCIO)

Austin Fitch, CFA®

Navigating heightened market volatility and an evolving regulatory landscape has become the new normal for many financial advisors, all while managing the operational and administrative

Get Your Time Back with an Efficient RMD Strategy

Mike Dickson, Ph.D.

Baby boomers have been approaching retirement for a decade, bringing billions of dollars out of retirement accounts as America’s second-largest generation approaches the IRS’s required

Evaluating Strategies in a Goals-Based Context

John Bryant, CFA®

When was the last time a client asked, “What was my portfolio’s alpha?” You may encounter that question with institutions and sophisticated clients, but more

The Retirement Income Challenge

Mike Dickson, Ph.D.

With the oldest baby boomers over eleven years into retirement and the oldest Generation X members just eight years away, we now have over 135

Tactical Management: Global, Flexible, Dynamic

Mike Dickson, Ph.D.

Key Takeaways Investors require different outcomes from their investments, a one-size-fits-all passive approach is unlikely to work for everyone. Horizon believes tactical strategies can offer

Using non-traditional data to quantitatively identify high-quality companies.

Clark Allen, CFA®

In the consumer market, high-quality products are identified as reliable, longer lasting, and are generally viewed very positively. Names of iconic brands receive instant recognition,

What Constitutes a Recession?

Horizon Investments

Historical Recessions Given the increase in signs of a cooling economy, this study aims to explain what typically happens before and during recessions, answering the

Are Bonds No Longer A Safe Haven For Investors?

Horizon Investments

Bonds are usually thought of as a safe haven for investors due to their lower risk/ lower return profile. For investors preparing for retirement, or those

Using an 80 /20 Portfolio with Risk Mitigation to Replace a 60/40

Horizon Investments

Many investors and financial advisors are still in the dark on what ESG factor investing means and how quickly the data behind this style of

Is now the time for ESG?

Scott Ladner

Many investors and financial advisors are still in the dark on what ESG factor investing means and how quickly the data behind this style of