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Goals-Based Investing

Horizon’s distinctive approach of marrying investment strategies to financial planning

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Align with a team that’s focused on your needs as a financial professional and an entrepreneur

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Strategies

Gain Stage

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

Protect Stage

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

Spend Stage

Distribution of wealth: Horizon’s automated, growth-oriented retirement-income solutions aim at solving for longevity risk

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