Our investment management solutions empower you to help clients reach their financial goals. Our aim is to mitigate the changing risks clients face in different market environments and at each stage of the investment journey.
An intuitive way to think and talk about investments
Our goals-based investment solutions include cutting-edge advisor software that connects product to planning. Because we believe portfolio planning tools should do more than rank investment choices based on volatility. They should help you find the best-fit product for your client’s plan.
Horizon applies a multidisciplinary portfolio construction approach to anticipate a variety of market environments with the goal of optimizing investment decision-making.
Evaluating domestic and international macro developments
Identifying the conditions of current and near-future market environments and the factors likely to drive returns
Considering the valuations, catalysts, and fundamentals of global sectors, industries, and individual publicly traded companies
We believe solutions should align with investor goals throughout the entire financial journey, from accumulation to preservation to distribution.
We believe active strategies can add value over time relative to passive strategies, though both have their place.
We believe a global investment universe allows investors to pursue a broader range of investment opportunities, reduces overall portfolio volatility, and enhances overall portfolio returns.
We believe equities are the most effective asset class for helping investors achieve goals throughout their lives.
We believe risk mitigation enables investors to preserve wealth. And, because investors are more sensitive to losses than gains, risk mitigation is essential to managing emotion-driven decision-making.
We believe that an equity-centric approach to generating income reduces shortfall risk and that an investor’s spending needs should guide the asset allocation strategy.