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Why Choose Horizons Investment Management?

Horizons Investment Management offers a unique opportunity for independent advisors to expand their reach across states and tap into a larger client base. With a strong team and support system in place, advisors have the resources and guidance needed to succeed. Whether you are an experienced advisor looking for new opportunities or embarking on a career change, Horizons Investment Managements’ sales management and training program can help you achieve your goals.

Revolutionize Your Marketing Strategy

We offer a comprehensive suite of marketing materials, including email campaigns, social media posts, and website content to reach any client anywhere. You can craft compelling messages that resonate with your clients and reinforce your values. The platform’s intuitive interface is easy to use, allowing you to personalize your marketing efforts and stay in touch with clients regularly, regardless of location.

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Independent But Never Alone

Horizons Investment Management is proud to provide invaluable educational resources designed to equip financial advisors with the skills and knowledge necessary to thrive in a dynamic industry. With free access to comprehensive training resources, including advanced planning, practice management, and compliance courses.

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Our Core Values

Independent
Open Architecture

Our independent structure allows clients to benefit from diverse solutions that align precisely with their needs. This approach empowers clients with tailored flexibility as their situation and goals evolve.

Trusted Legacy
& Experience

Our 5 decades journey is a testament to our enduring dedication to excellence. Partnering with us means tapping into a wealth of seasoned knowledge and a legacy built on reliability and trust.

Collaborative,
Unrivaled Scale

Harnessing the diversity of our advisor network, we address clients’ dynamic needs across diverse markets. Your advisor has unparalleled access to established experts in every field, leaving every challenge to be met.

Fostering
Cohesive
Community

We cultivate a close-knit team that actively connects with the community and passionately promotes individual accomplishments. This culture permeates our client relationships, providing a solid foundation of trust.

Comprehensive Practice Management Tools

Human Resources

Human Resources

At Horizons Investment Management, we recognize the difficulties of overseeing a team and are dedicated to offering extensive human resources assistance to support you. Our range of HR solutions, including talent recruitment and training and compensation and benefits packages, aid you in developing and managing top-performing teams.

Practice Development

Practice Development

From entering new markets to enhancing client retention and establishing a formidable brand image, Horizons Investment Management equips advisors with the necessary resources to elevate their practice. We specialize in constructing flourishing and durable practices that provide clients unparalleled value for years.

Practice Development

Practice Development

From entering new markets to enhancing client retention and establishing a formidable brand image, Horizons Investment Management equips advisors with the necessary resources to elevate their practice. We specialize in constructing flourishing and durable practices that provide clients unparalleled value for years.

New Client Onboarding

New Client Onboarding

Horizons Investment Management offers a comprehensive solution for effectively onboarding new clients and developing lasting relationships. Through tailored assistance and guidance, our services empower you to streamline the client onboarding process, minimize mistakes and duplication, and enhance the overall client satisfaction.

Our Services

Our comprehensive range of professional financial services are tailored to meet the unique needs of both individuals and businesses.

Our Approach

We will work together to create a proactive and comprehensive financial plan that connects your current financial state to your future goals.

Our Team

Our team consists of skilled and compassionate professionals who combine their wealth of knowledge and experience to create tailored financial strategies.

…Secure Your Financial Future with Confidence

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