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.
Excerpt from Forbes article featuring Horizon Investments’ Greg Valliere Election topics mentioned most by media outlets covering the presidential race don’t always match up with
Excerpt from CNBC.com article featuring Horizon Investments’ Greg Valliere Donald Trump’s acceptance speech mentioned pretty much every campaign issue but one: banks. No mention of
Greg Valliere, chief global strategist at Horizon Investments, and Bloomberg’s Michael McKee examine the anti-Federal Reserve sentiment in the U.S. Congress and Senate in
In what will be remembered for years to come as an economic and political turning point, the Established Order has been rebuked in a dozen
Excerpt from CNBC.com article featuring Horizon Investments’ Greg Valliere Hillary Clinton has been Wall Street’s presidential darling so far by a large margin, but
Excerpt from Yahoo.com article featuring Horizon Investments’ Greg Valliere Donald Trump holds his first political fundraiser this week, in Albuquerque, N.M. He’s only a year
Excerpt.com from Bloomberg Surveillance radio appearance featuring Horizon Investments’ Greg Valliere Horizon Investments’ Gregory Valliere discussses the primary elections and where Trump falls on
Horizon Investment’s Greg Valliere weighs in on the decision by Ted Cruz and John Kasich to divide and conquer to defeat Donald Trump on
Excerpt from FA-Mag.com article featuring Horizon Investments’ Greg Valliere If Donald Trump wins the election, Horizon Investments chief political strategist Greg Valliere hopes that Inauguration
Gregory Valliere, chief global strategist at Horizon Investments, discusses how the political establishment in Washington can work with Donald Trump if he wins the Republican
Veteran market watcher Greg Valliere discusses what a Trump presidency would do to the markets, and the economy with Yahoo Finance.
Horizon Investments Chief Global Strategist Greg Valliere analyzes the U.S. presidential race on the heels of the CNN Democratic Presidential Town Hall. (Source: CNN International)
Greg Valliere, chief global strategist at Horizon Investments, examines President Obama’s final State of the Union address and the campaign for the Republican and Democratic
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.