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.
written by: ROBBIE CANNON – President + CEO for Horizon Investments Nicolaus Copernicus was a Polish mathematician who formulated and promoted a model of the
Overview A widely held belief among investors is that volatility is predictable, which is why it plays a crucial role in many investment and risk
Overview Low volatility ETFs have experienced a surge in interest in recent years. Given the financial market’s sometimes gut-churning ups and downs, it’s not surprising
Excerpt from Think Advisor article featuring Horizon Investments’ Greg Valliere With his speech on Monday laying out an economic plan to “make America great again,”
Excerpt from FinancialAdvisor.com article featuring Horizon Investments’ Ron Saba (Senior Managing Director of Investment Management) There’s a lot of proverbial financial blood in European streets—does
By Ron Saba, Senior Managing Director of Investment Management and Chief Investment Officer at Horizon Investments A key component of successful goals-based investing is to think
Many financial advisors have been impacted by the shutdown of Curian Capital, and as we blogged about previously, if you’re one of them, you need
Many financial advisors have been impacted by the shutdown of Curian Capital, and as we blogged about previously, if you’re one of them, you need 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.