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.
We empower advisors to help clients reach their financial goals throughout three investment stages.
Goal:
Grow wealth
Strategy:
Active Asset Allocation
Models:
Goal:
Protect wealth
Goal:
Spend wealth
We believe a multidisciplinary approach can best help investors generate the wealth they need to reach their goals.
Horizon’s accumulation strategies for the Gain stage of investing apply both quantitative and qualitative research across blended allocations of equities and fixed income. We believe this enables us to actively and systematically uncover the best opportunities within and across various financial market segments and sectors.
Targeting opportunities across domestic and international equity market segments
Adjusting portfolios to adapt to market changes
Screening opportunities through quantitative and qualitative perspectives
Innovative. Dynamic. Disciplined. Driven by cutting-edge research and implementation.
Engineered to targeted objectives, each portfolio is constructed to pursue the maximum potential return for its given level of equity exposure
Seeks to maximize long-term capital appreciation. This portfolio will primarily be exposed to global equity markets.
Seeks long-term capital appreciation through exposure to global equity markets. This portfolio will generally feature a small exposure to fixed income to slightly dampen the volatility relative to an all-equity portfolio.
Seeks modest long-term capital appreciation with a secondary objective of capital preservation. This portfolio will feature significant exposure to global equity and fixed income markets in order to balance the two objectives.
Seeks capital preservation and stable long-term growth. This portfolio will primarily combine broad exposures to both fixed income and global equities.
Seeks capital preservation and modest asset growth by combining core fixed income exposure and a small exposure to global equity markets
For illustrative purposes only
Filter out the daily noise and focus on what’s important in markets and current events from a goals-based perspective.
Connect product to planning with the Horizon technology suite. Goals-based strategies, cutting edge software.
Explore mutual funds managed by Horizon Investments.
