Accumulation of wealth: Clients have one chance to meet their goal. That’s why we believe they need portfolios that actively adapt as global markets change
Preservation of wealth: As clients near a goal, investing behavioral mistakes can be addressed with strategies that seek to reduce the risk of catastrophic loss
Distribution of wealth: Horizon’s automated, growth-oriented retirement-income solutions aim at solving for longevity risk
Explore mutual funds managed by Horizon Investments.
Don’t let catastrophic market drawdown become a drag on your business.
The potential for — and fear of — a catastrophic market event remain. Emotions like fear can cause investors to make impulsive investment decisions, especially during periods of intense market volatility. Be prepared to manage not only your clients’ investments, but also their emotional responses to turbulent conditions.
Risk Assist® is designed to prevent the kind of poor decision-making that can derail investors’ financial goals and put their financial health in jeopardy.
An algorithmic strategy that uses volatility forecasting, Risk Assist® is engineered to systematically adjust the allocation of the underlying portfolio — or “de-risk” it — to limit losses during steep market declines.
Past performance is not indicative of future results.
RiskAssist® is NOT A GUARANTEE against loss or declines in the value of a portfolio; it is an investment strategy that supplements a more traditional strategy by periodically modifying exposure to fixed income securities based on Horizon’s view of market conditions. While Risk Assist® was designed with the goal of limiting drawdown, Horizon is not able to predict all market conditions and ensure that Risk Assist® will always limit drawdown as designed.
Accounts with Risk Assist® are not fully protected against all loss. Furthermore, when Risk Assist® is deployed (whether partially or entirely) to mitigate risk for an account, the account will not be fully invested in its original strategy, and accordingly during periods of strong market growth the account may underperform accounts that do not have the Risk Assist® feature.
The investments recommended by Horizon Investments are not guaranteed. There can be economic times where all investments are unfavorable and depreciate in value. Clients may lose money.
Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Strategies are subject to risks including general market risk and risks related to economic conditions. Underlying investments fluctuate in price and may be sold at a price lower than the purchase price resulting in a loss of principal. The underlying investments are neither FDIC insured nor guaranteed by the U.S. Government. Any risk management processes described herein include an effort to monitor and manage risk, but should not be confused with and do not imply low risk or the ability to control risk.
Horizon Investments, the Horizon H, and Risk Assist are registered trademarks of Horizon Investments, LLC.
© 2023 Horizon Investments, LLC.
