Horizon’s innovative framework is designed around people and their financial objectives.
Our approach provides solutions designed to meet people’s evolving needs and objectives, ensuring portfolios stays aligned with what matters most.
Within 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.
PRIMARY OBJECTIVE:
Accumulation
PRIMARY RISK:
Volatility
PRIMARY OBJECTIVE:
Preservation
PRIMARY RISK:
Loss
Within this stage, we seek to provide the ability for taking regular distributions and preserve spending power, while addressing longevity and shortfall risks.
PRIMARY OBJECTIVE:
Distribution
PRIMARY RISK:
Longevity
We’re solving a different problem from many other firms – we are managing portfolios to suit people’s changing goals and risks.
Goals-Based Planning drives us to focus on the outcome targeted by a financial plan rather than style boxes. At Horizon, we pair rigorous investment research with innovations in portfolio construction to create practical strategies.
Our investment strategy for achieving your clients’ financial goals.
Our Approach:
