Capitol Notes – WSJ CEO Council
Greg Valliere, Horizon’s Chief Global Strategist, was a panelist last night at the Wall Street Journal CEO Council. U.S. Senate Majority Leader, Mitch McConnell, told the
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.
Greg Valliere, Horizon’s Chief Global Strategist, was a panelist last night at the Wall Street Journal CEO Council. U.S. Senate Majority Leader, Mitch McConnell, told the
Watch as Greg Valliere, Horizon’s Chief Global Strategist, discusses politics and the impact they could have on the markets with Tom Lydon of ETF Trends
Capitol Notes by Greg Valliere Horizon’s Chief Global Strategist YESTERDAY WAS UGLY IN MANY RESPECTS. Our sense is that the pipe bomb terrorism will stoke passions
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.
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© 2019 Horizon Investments, LLC.
All Rights Reserved.
Sitemap | Privacy notice
Terms and conditions