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 No matter who wins the election, the big banks could be on the chopping block. Greg
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
Excerpt from CNBC.com article featuring Horizon Investments’ Greg Valliere The bond market may also be on the losing side of the register. “He does have
Excerpt from MarketWatch.com article featuring Horizon Investments’ Greg Valliere Fed Chairwoman Janet Yellen will have to tread carefully to avoid political missteps in two days
by Christopher Robbins, Financial Advisor Magazine After Hillary Clinton clinched victory to become the Democratic Party’s presumptive nominee for president on Monday, the U.S. is
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 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
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)
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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