PlanningSoftware to help guide your clients along the stages of the wealth journey.
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.
MODERN FINANCIAL ENGINEERING
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.