OUR STRATEGIES

Prepare for the Journey

At Horizon Investments, we believe that each of the 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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GAIN Stage
Key Objective: Accumulation
Primary Risk: Volatility

PROTECT Stage
Key Objective: Preservation
Primary Risk: Drawdown

SPEND Stage
Key Objective: Distribution
Primary Risk: Longevity

OUR INSIGHTS

MODERN FINANCIAL ENGINEERING

As a financial advisor, you’re familiar with accumulation strategies to help your clients grow their wealth. However, 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 with these challenges in mind for investors who want to protect and spend hard-earned wealth.

risk assist®
For investors with lower risk tolerance seeking an alternative to traditional accumulation strategies.
www.getriskassist.com

risk assist®
For retired investors seeking longevity of spending–to mitigate shortfall risk.

www.getrealspend.com