As a goals-based investment manager, we believe investment problems and challenges are best addressed in the context of an investor’s goals—the ultimate reason behind saving and investing. By aligning investment solutions with investor goals, investors have better opportunities to measure the actual “real world” outcomes they seek.
Each client’s investment-related goals consist 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.
As clients close in on their goals, they need tools and strategies to mitigate the specific investment risks they now face and start protecting their
It’s finally here. Department of Labor Secretary Alexander Acosta recently confirmed that the long-awaited fiduciary rule will go live on June 9th. The gist of
No surprises and strong data The Fed meeting wasn’t much of a surprise, as markets highly anticipated the raise of the target range for the
Inflation is well understood by most economists and investment professionals, but it’s usually not very clear to individual investors. That includes pre-retirees and retirees, who
Serving the financial advisor is at the core of Horizon’s mission. We understand the challenges that advisors face today, especially those advisors with clients who
Horizon Investments is a modern, goals-based investment manager and think tank. Our focus is on goals-based investment strategies, to help financial advisors and their clients improve the investment experience relative to real world, prioritized financial goals.
Founded in 1995, Horizon provided investment advice to individual clients while utilizing a process based on quantitative analysis. Today our investment process balances quantitative expertise with a qualitative perspective, including economic, fundamental and geopolitical analysis. Over 20 years, we’ve continued to expand our investment management team to include the seasoned academics and research analysts needed to pursue forward-looking approaches to address a myriad of challenges that investors face while seeking to grow their wealth. As a result, financial advisors turn to Horizon for our innovative risk mitigation and retirement income strategies. Rooted in a global active investment approach, the firm’s GAIN PROTECT SPEND® framework, combined with its investment management methodology, has been a cornerstone of Horizon’s portfolio construction process for over a decade.
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