Accumulation of wealth: Clients have one chance to meet their goal. That’s why we believe they need portfolios that actively adapt as global markets change
Preservation of wealth: As clients near a goal, investing behavioral mistakes can be addressed with strategies that seek to reduce the risk of catastrophic loss
Distribution of wealth: Horizon’s automated, growth-oriented retirement-income solutions aim at solving for longevity risk
Explore mutual funds managed by Horizon Investments.
Finally, an investment manager who shares the advisor’s passion for delivering goals-based financial strategies. This is Horizon Investments.
An investment manager who shares the advisor’s passion for delivering goals-based financial strategies. This is Horizon Investments.
In this stage, we seek to capture growth trends with a flexible, active investing process that’s designed with the goal of growing wealth over time, while being mindful of volatility.
Within this stage, we seek to grow assets while mitigating the risk of a catastrophic portfolio loss that could derail a financial plan.
In this stage, we seek to provide the ability for taking regular distributions and preserve spending power, while addressing longevity and shortfall risks.
Goals-based investing is our style. We build strategies that align with a client’s objectives and risks during the three stages of an investment journey.
Horizon One consulting works directly with advisory practices and RIAs to build custom portfolios with an advisor’s team. Horizon One’s customized investment infrastructure can help free an advisor to spend more time growing their business and deepening client relationships.
It takes just minutes for an advisor to evaluate various planning scenarios using Horizon’s Dashboard. When it comes time to present the plan, our proposals feature clear language and engaging graphics to help advisors set realistic client expectations.
