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SEE A CLEARER
FUTURE
with innovative goals-basedFUTURE
investment management solutions
At Horizon Investments, we believe that each client’s investment-related goals consists of three stages—accumulation (or the Gain stage), preservation (or the Protect stage) and distribution (or the Spend stage). Importantly, for every goal, each stage has its own overarching objective and risk.
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Key Objective: Accumulation
Primary Risk: Volatility
Key Objective: Preservation Primary Risk: Drawdown
Key Objective: Distribution Primary Risk: Longevity
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MODERN FINANCIAL ENGINEERING
Safeguarding Wealth
As a financial advisor, you’re familiar with accumulation strategies to help your clients grow their wealth. We believe that two of the biggest challenges your clients face are safeguarding their wealth from catastrophic market volatility and ensuring the longevity of their wealth for retirement spending. Our goals-based strategies are designed for investors who want to protect and spend hard-earned wealth.
