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.
As clients close in on their goals, they need tools and strategies to mitigate the specific investment risks they now face and start protecting their
Investors last week saw a mixed bag, economically. Initial jobless claims, consumer confidence, the ISM manufacturing index and personal income growth all came in better
Overview A widely held belief among investors is that volatility is predictable, which is why it plays a crucial role in many investment and risk
Overview Low volatility ETFs have experienced a surge in interest in recent years. Given the financial market’s sometimes gut-churning ups and downs, it’s not surprising
In response to the continued positive returns in the equity markets, Horizon has implemented a strategy in several of our Risk Assist model portfolios designed
The beginning of 2016 was marked by high volatility in the markets, which has since declined in recent weeks. This has enabled Horizon to continue
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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