As a goals-based investment manager, we believe investment problems and challenges are best addressed in the context of an investor’s goals—the ultimate reason behind saving and investing. By aligning investment solutions with investor goals, investors have better opportunities to measure the actual “real world” outcomes they seek.
Each client’s investment-related goals consist of three stages—accumulation (or the gain stage), preservation (or the protect stage) and distribution (or the spend stage). Importantly, for every goal, each stage has its own overarching objective and risk.
GAIN StagePROTECT StageSPEND Stage
Have you been to a financial services conference lately? Then you know that the tectonic force shaking our industry is technology. Except, that’s not entirely
Have you been to a financial services conference lately? Then
The Big NumberThe expected change in prices (inflation) during the
The Big NumberThe number of quarters since the prior peak
The Big NumberThe current chance that Elizabeth Warren will win
The Big NumberGlobal central bank easing since the start of
The Big Number The relative performance of the market-neutral Dow Jones
The Big NumberThe expected change in prices (inflation) during the next 5-10 years, as compiled by the University of Michigan. What this meansThe muted inflation
The Big NumberThe number of quarters since the prior peak in real U.S. Gross Domestic Product (GDP). Market NotesWhile the impeachment debate dominated the airwaves,
The Big NumberThe current chance that Elizabeth Warren will win the 2020 Democratic Presidential Nomination, according to PredictIt. Market NotesU.S. political jockeying elbowed its way
The Big NumberGlobal central bank easing since the start of the year based on the cumulative actions of 33 major central banks weighted by GDP.
The Big Number The relative performance of the market-neutral Dow Jones Momentum (DJTMNMO) and Value (DJTMNSV) indices since the start of September. While there’s been relatively
BIG NUMBER-.81 (Click the chart below to view and download) WHAT IT IS The correlation of daily returns between the S&P 500 (SPX) and bonds
The Big NumberThe expected change in prices (inflation) during the next 5-10 years, as compiled by the University of Michigan. What this meansThe muted inflation
The Big NumberThe number of quarters since the prior peak in real U.S. Gross Domestic Product (GDP). Market NotesWhile the impeachment debate dominated the airwaves,
The Big NumberThe current chance that Elizabeth Warren will win the 2020 Democratic Presidential Nomination, according to PredictIt. Market NotesU.S. political jockeying elbowed its way
The Big NumberGlobal central bank easing since the start of the year based on the cumulative actions of 33 major central banks weighted by GDP.
The Big Number The relative performance of the market-neutral Dow Jones Momentum (DJTMNMO) and Value (DJTMNSV) indices since the start of September. While there’s been relatively
BIG NUMBER-.81 (Click the chart below to view and download) WHAT IT IS The correlation of daily returns between the S&P 500 (SPX) and bonds
Have you been to a financial services conference lately? Then you know that the tectonic force shaking our industry is technology. Except, that’s not entirely
As a goals-based investment manager, we believe investment problems and challenges are best addressed in the context of an investor’s goals—the purpose behind their investment
For years, conventional wisdom has held that individuals nearing retirement should increase their fixed income allocation to protect assets and generate income. But there are
Our mission is to provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their most important financial objectives throughout
written by: ROBBIE CANNON – President + CEO for Horizon Investments Nicolaus Copernicus was a Polish mathematician who formulated and promoted a model of the
written by: ROBBIE CANNON – President + CEO for Horizon Investments The magician’s assistant has the ability to distract the audience from the real trick
On Friday, August 23, 2019, Scott Ladner, Horizon’s Chief Investment Officer, spoke with Nicole Petallides, host of Morning Trade Live for TD Ameritrade Network. Scott
On Friday, August 16, 2019, Scott Ladner, Horizon’s Chief Investment Officer, spoke with Yahoo Finance’s Alexis Christoforous and Brian Sozzi, and William Foster, Moody’s Vice
On Monday, July 22, 2019, Scott Ladner, Horizon’s Chief Investment Officer, spoke with Jill Malandrino, host of Market On Close for TD Ameritrade Network. Scott
On Wednesday, June 26, 2019, Scott Ladner, Horizon’s Chief Investment Officer, spoke with Oliver Renick, host of Morning Trade Live for TD Ameritrade Network. Scott
On Tuesday, June 25, 2019, Scott Ladner, Horizon’s Chief Investment Officer, spoke with Cheryl Casone, host of Fox Business AM for Fox Business. Scott discussed
Carlos Barbosa named Eastern Divisional Director and Scott Ferrette named Western Divisional Director. CHARLOTTE, N.C. – Horizon Investments, an industry-recognized goals-based asset management firm, has
Zachary Hill named Global Macro Strategist and Clark Allen named Assitant Portfolio Manager. CHARLOTTE, N.C. – Horizon Investments, a leading goals-based asset management firm, announced
Adam Shayeb to cover the Plains states, Joe Wambach to cover the Pacific Northwest, both new territories for the firm. Shawn Rumsey joins as an
Will oversee the firm’s goals-based investment strategies and mutual funds. CHARLOTTE, N.C. – Horizon Investments, a leading goals-based asset management firm, has named Mike Dickson,
New role reflects ongoing growth at the firm driven by its goals-based strategies. CHARLOTTE, NC – Horizon Investments, a leading goals-based asset management firm, has
On Wednesday, June 26, 2019, Scott Ladner, Horizon’s Chief Investment Officer, spoke with Oliver Renick, host of Morning Trade Live for TD Ameritrade Network. Scott
On Tuesday, June 25, 2019, Scott Ladner, Horizon’s Chief Investment Officer, spoke with Cheryl Casone, host of Fox Business AM for Fox Business. Scott discussed
On Tuesday, May 28, 2019, Scott Ladner, Horizon’s Chief Investment Officer, spoke with Oliver Renick, host of Morning Trade Live for TD Ameritrade Network. Scott
Recently Scott Ladner, Horizon’s Chief Investment Officer, spoke with Oliver Renick, host of Morning Trade Live for TD Ameritrade Network. Scott discusses what may be
Recently Scott Ladner, Horizon’s Chief Investment Officer, spoke with Oliver Renick, host of Morning Trade Live for TD Ameritrade Network. Scott discussed what to watch
Our recent Advisor Experience Conference at our headquarters in Charlotte, NC. This two-day conference provided an excellent opportunity to bring in financial advisors and develop
Horizon Investments is a modern, goals-based investment manager and think tank. Our focus is on goals-based investment strategies, to help financial advisors and their clients improve the investment experience relative to real world, prioritized financial goals.
Founded in 1995, Horizon provided investment advice to individual clients while utilizing a process based on quantitative analysis. Today our investment process balances quantitative expertise with a qualitative perspective, including economic, fundamental and geopolitical analysis. Over 20 years, we’ve continued to expand our investment management team to include the seasoned academics and research analysts needed to pursue forward-looking approaches to address a myriad of challenges that investors face while seeking to grow their wealth. As a result, financial advisors turn to Horizon for our innovative risk mitigation and retirement income strategies. Rooted in a global active investment approach, the firm’s GAIN PROTECT SPEND® framework, combined with its investment management methodology, has been a cornerstone of Horizon’s portfolio construction process for over a decade.
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© 2019 Horizon Investments, LLC.
All Rights Reserved.
Sitemap | Privacy notice
Terms and conditions
