How To Put Goals At The Center Of Your Investment Strategy
by Robbie Cannon, President and CEO of Horizon Investments for ETFTrends.com
- Goals-based investment management recognizes that fact and employs strategies designed to create ideal financial outcomes
- Why goals-based portfolio construction makes sense
- Managing risk within a goals-based portfolio
The importance of goals-based investment management strategies is becoming increasingly clear to financial advisors—and to their ever-more-sophisticated clients and prospects.
The fact is, the amount by which investors (a.k.a. your clients) under- or outperform the broad financial indices is of little consequence if they ultimately fail to achieve the most important goals they have set out for themselves through their lives.
Goals-based investment management recognizes that fact and employs strategies designed to create ideal financial outcomes—results that not only reflect investors’ real-world needs and objectives, but also help overcome their biggest real-world financial risks.