What
works in one set of market conditions may not in another. Active asset
allocation attempts to identify and invest in market leaders and avoid
market laggards. Horizon’s strategy, looks for value over multiple years and through changing market environments.
Each of our strategy’s multiple management options is reviewed for its
ability to meet your clients' investment needs and objectives. Our
trading team offers separate account management with multiple
custodians, including annuity platforms and custom private-label
portfolios.
Our
enhanced allocation product combines the benefits of active asset
allocation with principal protection. While accepted wisdom urges
investors to “buy low and sell high,” it’s often counterintuitive for
many investors to buy when markets are weak and sell when they are
strong. This solution recognizes investors’ emotions while ensuring that they invest wisely.
Retirement
income. Equity. Protection. Our Lifetime Income Strategy is your
clients’ answer to retirement income. Using a combination of
traditional investment theories, our Lifetime Income Strategy is simple
for you and your client, and includes a thorough plan that incorporates
your client’s objectives and potential risks.
The success of any fact-finding mission is based on the quality of the questioning. Know what questions to ask. Horizon distills the relevant conversations seeking actionable investment ideas.
