# Horizon

Horizon is an Asset Owner based in France.

## Overview

- **Organization type:** Asset Owner
- **Headquarters:** France
- **Region:** Europe
- **Founded:** 2025
- **Website:** https://www.horizoninvestments.com/
- **LinkedIn:** https://www.linkedin.com/company/horizon

## Regulatory record

- **CRD number:** 106096
- **SEC file number:** 801-47515
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106096

## About

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.

## Sectors

- Goals-based investing
- Accumulation portfolios
- Risk management
- Retirement income strategy

## People

- Julie White — None
- Zachary Hill — CFA

## 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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Last updated: 2026-07-06T00:42:10.162Z

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