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Goals-Based Investing

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

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

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

GOALS-BASED INVESTING

The Horizon Difference

Goals-based advisors center their practice on people and their financial objectives. As a goals-based investment manager, Horizon stands shoulder to shoulder with you. We design investment strategies that connect to a client’s financial goals, understanding that they have a fixed amount of time to reach their objectives.

Horizon believes there are three stages to a client’s investment journey: Gain, Protect and Spend. Our strategies are designed to match those common financial goals. Here at Horizon, we call that connecting product to planning.

GAIN Stage

In this stage, we seek to capture growth trends with a flexible, active investing process that’s designed with the goal of growing wealth over time, while being mindful of volatility.

DESIRED OUTCOME:
Accumulation

PRIMARY RISK:
Volatility

Accumulation Strategies

PROTECT Stage

Within this stage, we seek to grow assets while mitigating the risk of a catastrophic portfolio loss that could derail a financial plan.

DESIRED OUTCOME:
Preservation

PRIMARY RISK:
Catastrophic Portfolio Loss

Preservation Strategies

SPEND Stage

In this stage, we seek to provide the ability for taking regular distributions and preserve spending power, while addressing longevity and shortfall risks.

DESIRED OUTCOME:
Distribution

PRIMARY RISK:
Longevity

Distribution Strategies
OUR PHILOSOPHY

Built on Goals-Based Principles

We are not a typical investment manager. As we like to say, style-box investing is not our style. We have distinctly different strategies.

Our grounding in goals-based principles drives us to focus on the outcome targeted by a financial plan rather than style boxes. At Horizon, we marry rigorous investment research with innovations in portfolio construction to create practical strategies.
Goals-Based Investing
Traditional Investing
Centered on
Individuals
Institutions
Product is selected by
Outcomes
Risk Profile
Focused on
Reaching Goals
Benchmark Performance
Review is based on
Financial Plan
Markets
ExperIENCE

Our Investment Team

ExperIENCE

Our Investment Team

Our experienced investment management team does the complex work of investment research, portfolio construction, volatility management and ongoing market monitoring so advisors are empowered to do what they do best: help clients reach their financial goals.

Goals-Based Resources

Brochure

See how our unique investment strategies fit into your practice.

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