Personalized Financial Guidance for Life Objectives
What is a Goals-Based Investment Manager?
A goals-based investment manager typically creates and implements personalized investment solutions to address individual financial goals. Unlike a traditional investment manager, a goals-based investment manager prioritizes your unique financial goals, developing comprehensive financial plans designed to transform abstract investment goals into concrete, meaningful financial achievements.
Key Responsibilities of a Goals-Based Investment Manager
- Personalized Goal Mapping: Identifying and prioritizing individual financial objectives
- Customized Investment Strategy: Designing targeted investment approaches for each unique goal
- Dynamic Risk Management: Aligning investment risk with specific goal timelines
- Continuous Portfolio Optimization: Regularly monitoring and adjusting investment strategies
- Holistic Financial Guidance: Providing comprehensive financial planning and advice
Core Competencies of Effective Goals-Based Investment Managers
- Deep financial expertise
- Personalized financial planning
- Advanced analytical skills
- Adaptive financial thinking
- Client-centric approach
Why Choose Horizon Investments for Goals-Based Investment Management?
At Horizon Investments, we combine financial technology, deep market insights, and personalized guidance to transform your financial goals into actionable, achievable investment strategies. Our experienced goals-based investment managers ensure your unique objectives drive every financial decision.
This page is for informational purposes only. For more information about Horizon’s investment advisory services, please go to horizoninvestments.com
Traditional Investment Manager:
- Focuses on overall portfolio performance
- Emphasizes market benchmarks
- Generic investment approaches
- Prioritizes abstract financial returns
- Limited personal context
Goals-Based Investment Manager:
- Centers on a client’s financial objectives
- Creates personalized investment plans
- Offers highly tailored investment solutions
- Aligns investments with specific personal financial goals
Essential professional qualifications may include:
- Advanced degrees in finance, economics, or related fields
- Professional certifications such as:
- Certified Financial Planner (CFP)
- Chartered Financial Consultant (ChFC)
- Chartered Financial Analyst (CFA)
- Extensive financial market knowledge
- Advanced analytical and strategic planning skills
- Strong interpersonal and communication abilities
- Continuous professional development
Comprehensive goal categories may include:
- 1Wealth Accumulation
- Generational wealth building
- Passive income development
- Comprehensive wealth strategies
- Retirement Planning
- Lifetime income strategy
- Post-career lifestyle maintenance
- Long-term financial security
- Life Milestone Funding
- Home ownership
- Education financing
- Financial windfall
- Major personal investments
- Legacy and Philanthropic Planning
- Estate management
- Charitable giving strategies
- Intergenerational wealth transfer
