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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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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

For Risk Reduction, Think Beyond Bonds

Mike Dickson, Ph.D. May 28, 2025

The timely importance of taking a differentiated approach to diversification Bonds these days are doing little to shore up investors’ bottom lines. In our opinion,

Weekly Market Recap | 05/27/25

Zachary Hill, CFA® May 27, 2025

What Happened Last Week Sell America: U.S. long-term Treasuries, equities, and the dollar all declined as investors sought shelter in defensive assets and international stocks.

Schwab Network: Hard Data ‘Totally Meaningless’ Because of Tariffs

Zachary Hill, CFA® May 22, 2025

Are Investors Underappreciating Risk?

Mike Dickson, Ph.D. May 21, 2025

BNN Bloomberg: Market outlook amid ongoing trade war negotiations

Scott Ladner May 21, 2025

CNBC: CIO expects a ‘more measured’ reaction to Trump’s Friday comments but ‘tug of war’ ahead for economy

Scott Ladner

CNNBusiness: Stocks, dollar stumble after Trump reignites his trade war

Scott Ladner

Schwab Network: Hard Data ‘Totally Meaningless’ Because of Tariffs

Zachary Hill, CFA®

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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