Definition:
Goals-Based Investment Solutions focus on creating personalized investment strategies that align with individual financial goals, such as generating retirement income, preserving wealth, or wealth accumulation.
Goals-Based Investment Solutions at Horizon emphasize the creation of customized investment strategies tailored to individual financial goals, such as retirement planning and wealth accumulation. Our structured approach guides financial advisors as they support their clients in defining their financial aspirations and constructing investment portfolios that align with their specific needs. We believe that effective Goals-Based Investment Solutions encompass three critical stages: Gain, Protect, and Spend.
Horizon’s goals-based approach provides strategies designed to meet a client’s evolving financial needs and objectives, ensuring their portfolio stays aligned with what matters most. Whether they are growing wealth, protecting assets, or planning for the future, we help financial advisors support their clients through every stage of a financial journey with confidence.
Key Features of Horizon’s Goals-Based Investment Solutions
- Customized Investment Strategies: Through the GAIN PROTECT SPEND® framework, Horizon helps financial advisors create strategies that evolve with their clients’ needs—whether growing assets, preserving wealth, managing risk, or generating retirement income.
- Flexible Active Management: Horizon believes a better way to deliver risk-adjusted returns in today’s complex investing environment is to combine the rigor of quantitative analysis with the flexibility of quantitative techniques.
- Ongoing Monitoring and Adjustments: Continuous assessment of investment performance with regular adjustments to stay aligned with changing market conditions and personal goals.
People Also Asked
- What are Goals-Based Investment Solutions?
Goals-Based Investment Solutions are personalized strategies that align investments with specific financial goals, helping clients achieve their desired outcomes. - How can I develop a goals-based investment strategy?
Begin by identifying financial goals, assessing your risk tolerance, and working with a professional advisor to create a customized investment plan. - What types of products are included in goals-based investing?
These solutions often involve a mix of mutual funds, ETFs, stocks, bonds, and other financial instruments tailored to meet individual strategies.
Getting Started with Goals-Based Investment Solutions
Take the first step towards achieving your financial aspirations with these essential actions:
- Define Your Financial Objectives: Clearly outline your short-term and long-term goals, such as saving for retirement or funding education.
- Evaluate Your Risk Tolerance: Understand your comfort level with investment risk to guide your asset allocation decisions.
- Engage with Horizon: Schedule a consultation with your financial advisor to explore tailored Goals-Based Investment Solutions that align with your objectives.
Learn More
- Internal Link to Horizon Investments’ Goals-Based Investment Solutions Page: Discover our comprehensive strategies and investment products designed to help you achieve your financial goals.
- External Link to SEC’s Guide on Investment Strategies: Access valuable insights from the SEC on various investment strategies to inform your decisions.