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How we help advisors guide clients through their life journeys

Financial Institutions

Intuitive technology that supports your advisors
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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 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
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In the News

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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.

Our Insights

A Near-Historic 100 Days For Stocks

Zachary Hill, CFA® May 1, 2025

Equity investors should look beyond the usual suspects these days This week marks the 100th day of President Trump’s current term in the White House.

FOX Business: Trump tariff deals can’t come fast enough, CIO says

Scott Ladner April 28, 2025

Watch Now

A Challenge to the “U.S. Exceptionalism” Trade?

Mike Dickson, Ph.D. April 22, 2025

Horizon Investments’ Acquisition of Centre Asset Management Has Closed, Further Enhancing Firm’s Investment Solutions Capabilities

Horizon Investments April 22, 2025

Washington Post: Markets fall as Trump renews attack against Fed chair

Zachary Hill, CFA® April 21, 2025

Weekly Market Recap | 04/28/2025

Zachary Hill, CFA®

Wall Street Journal: Dow Headed for Worst April Since 1932 as Investors Send ‘No Confidence’ Signal

Scott Ladner

A Challenge to the “U.S. Exceptionalism” Trade?

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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