Q3 2016 Report
Five Important Transitions to Keep Your Eyes On In many ways, fall is the most obviously “transitional” season there is—the landscape in much of the
Menu
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 Stage
PROTECT Stage
SPEND StageFive Important Transitions to Keep Your Eyes On In many ways, fall is the most obviously “transitional” season there is—the landscape in much of the
Josh Bartholomew brings us the highlights of market and industry insights for Q3 of 2016 from our head of investments, Ron Saba. Tune in to
Click below to hear from Ron Saba, Head of Investment Management, and Greg Valliere, Chief Global Strategist, as they cover highlights of Q3 and our
In the dynamic and ever-changing global capital markets, investment opportunities are everywhere. The key is to identify and capture them. Horizon’s investment team has identified
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.
Click here to watch our history in review.
© 2019 Horizon Investments, LLC. All Rights Reserved. Sitemap | Privacy notice | Terms and conditions
© 2019 Horizon Investments, LLC.
All Rights Reserved.
Sitemap | Privacy notice
Terms and conditions
