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 LATimes.com article featuring Horizon Investments’ Greg Valliere The weak start to 2016 spilled into the spring, with the U.S. economy growing at a
Excerpt from CNBC.com article featuring Horizon Investments’ Greg Valliere Wall Street — and the stock market — may now be comfortable with the idea of
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 The bond market may also be on the losing side of the register. “He does have
Excerpt from Barrons.com article featuring Horizon Investments’ Greg Valliere Greg Valliere, the Washington-based chief global strategist with Horizon Investments and a well-known political handicapper, writes
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
Greg Valliere, chief global strategist at Horizon Investments, discusses the campaign of presumptive Republican presidential nominee Donald Trump and how Brexit plays into the
Excerpt from FinancialAdvisor.com article featuring Horizon Investments’ Greg Valliere Stop the world, the United Kingdom wants to get off. Global free trade has had its
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.