Horizon Investments, a leading goals-based investment management firm, has been named “2018 Asset Manager of the Year” and “2018 Strategist of the Year” by Envestnet and Investment Advisor Magazine. Horizon CEO Robbie Cannon was presented with the award at the Envestnet Advisor Summit, held this year on May 16-18 in New Orleans. Now in its 14th year, the competition recognizes best-in-class portfolio managers and strategists as selected by Envestnet and Investment Advisor Magazine.
“We strongly believe that the goals-based investment approach provides the best path for advisors working to help clients to reach retirement and lifestyle objectives,” said Cannon. “We are thrilled to have our efforts in this field recognized by Envestnet. They’re a great partner, and we look forward to continuing to spread the word on the benefits of goals-based investing to their advisor community.”
Horizon recently published Redefining Risk: The Revolution Coming to Financial Services, a new whitepaper that provides a fresh look at the meaning of “risk” in the context of saving for and spending during retirement.
Horizon is a leading provider of modern goals-based investment management. With a focus in goals-based investment strategies, Horizon is dedicated to helping financial advisors and their clients improve the investment experience relative to real world, prioritized financial goals. Horizon’s investment process balances quantitative expertise with a qualitative perspective, including economic, fundamental and geopolitical analysis. Financial advisors turn to Horizon for innovative risk mitigation and retirement income strategies. Rooted in a global active investment approach, Horizon’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.