How To Put Goals At The Center Of Your Investment Strategy

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.

Read the rest of the article on ETFTrends.com

 

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