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Gain Stage

Accumulation portfolios that seek to capture global market growth trends and build long-term success on short-term opportunities 

DESIRED OUTCOME:
Accumulation

PRIMARY RISK:
Volatility

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Accumulation

Flexible Active Management

Horizon believes a better way to deliver risk-adjusted returns in today’s complex investing environment is through a robust investment process that combines the rigor of quantitative analysis with the flexibility of quantitative techniques. 

INTRODUCING
INTRODUCING

Active Asset Allocation

The Only Constant Is Change

Reducing complexity is an important part of how Horizon empowers goals-based advisors. As market cycles quickly shift, advisors can be assured Horizon’s Active Asset Allocation strategy is seeking to capture those opportunities.

Seeking Growth

Horizon’s Process

Horizon’s multi-step investment process uses a multi-disciplined approach, marrying quantitative and qualitative analysis to pursue wealth-building investment opportunities across evolving market conditions.

Seeking Growth

Horizon’s Process

Horizon’s multi-step investment process uses a multi-disciplined approach, marrying quantitative and qualitative analysis to pursue wealth-building investment opportunities across evolving market conditions.

Screening equity and fixed income markets for growth opportunities and diversification goals

Digging deeper with quantitative and qualitative analysis as part of a multi-disciplined research framework

Applying innovations in portfolio management when constructing strategies

Adjusting holdings to manage volatility while seeking to maximize capital appreciation

Monitoring market conditions to be flexible in changing geographies, weightings and tilts

CAPTURING GROWTH

How Active Asset Allocation Works

Equity Portion

Equity allocation decisions begin with either U.S. or international markets and drills down to consider various styles, regions and factors.

DOMESTIC

Traditional
Value, Growth, Small Cap 

Factor
Quality, Momentum, Dividends

INTERNATIONAL

Developed/Emerging
Europe, China, Japan

Fixed Income Portion

Fixed income allocations take consideration of the duration of bonds, the quality of credit investments and other factors.

DURATION

Exposure to Long- or Short-Term Bonds

CREDIT

Investment Grade, High Yield

OTHER FIXED INCOME

Preferred Securities, Emerging Markets Bonds

Gain Stage Resources

Brochure
Product Sheet

Explore accumulation strategies for clients in the Gain stage of investing.

Let’s Talk

Learn about our other investment strategies.

PROTECT Stage

Within this stage, we seek to mitigate drawdown risk, while continuing to grow assets.

Preservation Strategies

SPEND Stage

In this stage, we seek to preserve spending power while addressing longevity risk.

Distribution Strategies
See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information
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See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information
Not Guaranteed | Investing Involves Risk | Clients May Lose Money
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