Horizon Investments

Horizon Investments provides comprehensive investment management, technology, and consulting services aimed at aligning financial strategies with clients' personal goals. Utilizing a goals-based framework, the firm's approach is segmented into three primary stages: Gain, Protect, and Spend. Each stage addresses specific financial objectives, allowing for tailored portfolio management that adapts to the evolving needs of clients throughout their financial journey.

Key functionalities include:
- Goals-Based Investment Strategies: By categorizing portfolios into Gain, Protect, and Spend stages, Horizon Investments allows clients to focus on specific financial goals, risk management, and resource allocation.
- Behavioral Framework: The firm emphasizes understanding client behaviors and preferences, ensuring that investment strategies resonate on a personal level.
- Technology Solutions: Horizon Investments equips financial advisors and institutions with intuitive technology tools to enhance operational efficiency and improve client interactions.
- Research and Insights: Regular communications, including market recaps and strategy reviews, provide clients with the information necessary to navigate complex financial landscapes.

The firm also offers outsourced Chief Investment Officer (CIO) services and customizable consulting solutions that cater to a range of institutions and individual clients, ensuring they align closely with their life goals while managing risk and optimizing returns.