At Horizon, we believe the first phase of a client’s financial journey should focus on growing and accumulating their wealth through strategies customized to support their life goals.
We call this the Gain stage. During this phase, clients likely have the time to withstand market fluctuations, making volatility the primary risk to manage. The goal is to grow their wealth over time with a portfolio that reflects their appetite for risk.
PRIMARY OBJECTIVE:
Accumulation
PRIMARY RISK:
Volatility
The Gain stage models use active asset allocation to pursue risk-adjusted returns, helping individuals grow their wealth.
This flexible approach adapts to changing market conditions, seeking long-term capital appreciation through opportunities in global and domestic equity and fixed-income markets.
GLOBAL
The ability to get more opportunities in various segments of equity markets
FLEXIBLE
The ability to target more opportunities in various segments of equity markets
BALANCED
The ability to get more opportunities in various segments of equity markets
In this stage, we seek to mitigate drawdown risk, while continuing to grow assets.
In this stage, we seek to preserve spending power while addressing longevity risk.