Value proposition

Modern Asset Management and Goals-Based Solutions. Empowering advisors through practice support + digital planning tools

Horizon is a modern goals-based investment management firm. We work in partnership with financial advisors to deliver investment strategies that align clients’ wealth with their life goals.

OUR MISSION: Provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their financial objectives throughout life. We believe investment success is all about meeting the life goals that clients have set out for themselves, their families, and even the world at large.

That’s why Horizon’s approach is built on a commitment to goals-based investment management. A goals-based approach can help investors position their wealth to support the key financial results they seek throughout their lives.


Goals-Based Investment Management, Asset Allocation Investment Strategy, Risk Mitigation Investment Strategy, Retirement Income Investment Strategy, Portfolio Management, Asset Management, Economic and Fundamental Research, Qualitative and Quantitative Analysis, ETF portfolio manager, Mutual Fund portfolio manager, ETF Strategist, and Wealth Management