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Goals-Based Investing

Marrying investment strategies to financial planning

Gain Stage Portfolios

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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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Our regular look at the market’s most revealing number

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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

BNN Bloomberg: The Latest Homebuilder Data

Scott Ladner November 21, 2024

The latest homebuilder data could provide some promising signals for the housing market. Chief Investment Officer Scott Ladner visited BNN Bloomberg to discuss how potential

Investors Cheer Strong Corporate Profits

Mike Dickson, Ph.D. November 21, 2024

Positive earnings surprises are back on track. With more than 90% of the companies in the S&P 500 index reporting their earnings results, we now

Yahoo Finance: Embrace Volatility

Mike Dickson, Ph.D. November 14, 2024

Aahhhh…

Mike Dickson, Ph.D. November 13, 2024

Schwab Network: The U.S. over the rest of the world?

Mike Dickson, Ph.D. November 12, 2024

Schwab Network: What’s next for small caps and the Fed?

Scott Ladner

Weekly Market Recap | 11/18/2024

Zachary Hill, CFA®

Yahoo Finance: Embrace Volatility

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.

Helping Investors Reach Their Goals

The Firm for Goals-Based Investing

Our Insights

Empower the Advisor®

Goals-Based Strategies

Horizon Custom Portfolios

Horizon One Consulting

Horizon Mutual Funds

Technology

Goals-Based Strategies

Horizon Custom Portfolios

Horizon One Consulting

Horizon Funds

Technology

A Multi-Disciplinary Investment Team

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

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