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Horizon
Horizon Investments provides goals-based solutions, consultative business support, and easy-to-use technology to empower financial advisors and help clients...
Overview
Horizon Investments provides goals-based solutions, consultative business support, and easy-to-use technology to empower financial advisors and help clients achieve financial security. The firm follows a goals-based philosophy that focuses on the outcome targeted by a financial plan. This approach includes three stages to a client's investment journey: Gain, Protect, and Spend. Investment focus areas include goals-based investing, accumulation portfolios, risk management, and retirement income strategy.
General information
Firm type
Asset Owner
Year founded
2025
Location
Region
Europe
Country
France
Principals
Julie White
None
Zachary Hill
CFA
Sector focus
Frequently asked questions
What solutions does Horizon Investments provide?
Horizon Investments provides goals-based solutions, consultative business support, and easy-to-use technology to empower financial advisors and help clients achieve financial security.
What is the firm's investment philosophy?
The firm follows a goals-based philosophy, focusing on the outcome targeted by a financial plan, with three stages to a client's investment journey: Gain, Protect, and Spend.
What are the investment focus areas?
Investment focus areas include goals-based investing, accumulation portfolios, risk management, and retirement income strategy.
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