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.
The Big Number The daily high-traded price for the overnight repo rate, according to the broker ICAP. “Repos”, or repurchase agreements, are used to provide
The Big Number The month-to-date return for the S&P 500 (through December 27), also known as the “Santa Claus rally.” What this meansLast year the
The Big Number The spread between the 2-year and 10-year rates on U.S. treasuries. What this meansThe spread between U.S. 2-year and 10-year treasuries is
The Big Number The rally in the British pound against the U.S. dollar over the past two weeks. What this meansThere is now some real
Hopes for a quick resolution to the China trade dispute faded this past week, and the market had to come to terms with a new
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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