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.
A suite of portfolios assisting advisors in providing what clients really need – a guided pathway to defining and reaching their goals CHARLOTTE, N.C. –
Excerpt from CNBC’s article featuring Horizon Investments’ Greg Valliere A flurry of Fed speakers, including the Fed chair, will keep markets busy Wednesday. There are
Excerpt from CNBC’s article featuring Horizon Investments’ Greg Valliere The presidential debate and OPEC could make for volatile markets in the week ahead, while a
Excerpt from CNBC’s article featuring Horizon Investments’ Greg Valliere The first presidential debate Monday may be a near-term catalyst for stocks, if either candidate looks
Excerpt from USA Today’s article featuring Horizon Investments’ Greg Valliere Monday’s presidential debate is shaping up as just as important a financial event as it is a political one.
Excerpt from Barron’s article featuring Horizon Investments’ Greg Valliere In this bizarre election cycle, the problem of increasing federal budget deficits has received little attention.
Excerpt from Barrons article featuring Horizon Investments’ Greg Valliere It sounds silly at first. But, at second blush, it sure seems like biotechnology stocks and
Excerpt from Detroit Free Press article featuring Horizon Investments’ Greg Valliere What would a Hillary Clinton presidency mean for our jobs and 401(k) plans? What would a
Excerpt from Market Watch article featuring Horizon Investments’ Greg Valliere Congress is back from a seven-week recess with less than a month to prevent a
Excerpt from Think Advisor article featuring Horizon Investments’ Greg Valliere Going into the Labor Day weekend, political analyst Greg Valliere said that he’s “unwilling” to
Excerpt from Bottom Line Personal article featuring Horizon Investments’ Greg Valliere Four years from now, will investors, taxpayers, workers and consumers say that the new
Article reprinted from Financial-planning.com by Robbie Cannon When thinking about clients’ retirement portfolios and client behavior, the best approach is to make portfolios decisions based
Excerpt from Wall Street Journal article featuring Horizon Investments’ Greg Valliere Hillary Clinton has made upgrading the nation’s roads, bridges, energy grid and water systems
Excerpt from Barrons article featuring Horizon Investments’ Greg Valliere Donald Trump already was having a pretty tough week before the Labor Department made it more
Excerpt from Forbes article featuring Horizon Investments’ Greg Valliere Election topics mentioned most by media outlets covering the presidential race don’t always match up with
Excerpt from LATimes.com article featuring Horizon Investments’ Greg Valliere The weak start to 2016 spilled into the spring, with the U.S. economy growing at a
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.
Click here to watch our history in review.