If you are a financial advisor
Wealth is not a game.
What will you do when the market
deals the losing card?
However, the losing card
is in the deck.
When your clients lose…
You lose, too.
Protect your clients.
Protect your business.
Our focus is on you, the financial advisor. It’s you whom we are thinking of when we consider the complexities of managing an advisory practice today. Running a business is complicated – evolving technology, increased regulation, and—more than ever— growing product complexity. In light of these demands, our mission is to identify, build, and implement solutions for the investment challenges you face. Factor in the necessity of managing your clients’ emotional responses to an ever-changing market environment, and your complexity quotient only increases. As a result, our team has developed three investment
strategies designed to help your clients gain, protect, and spend wealth according to their goals.
You need a strategy to meet not only your clients’ investment goals, but also your business goals. Consider Risk Assist®, our risk mitigation strategy. While not losing sight of the potential for market losses, it is designed to participate in market gains, and to mitigate investor behavioral risk. When your clients have a better overall investment experience, everyone can win.
Graphics presented herein are for illustrative purposes only. Contact us for information about the performance of accounts using Risk Assist®.
Risk Assist® is NOT A GUARANTEE against loss or declines in the value of your portfolio; it is an investment strategy that supplements a more traditional strategy by periodically investing assets in a portfolio of fixed income securities based on Horizon Investments’ view of market conditions.
Asset allocation models are subject to general market risk and risks related to currency fluctuations and economic conditions. Future returns are not guaranteed, and a loss of original capital may occur.
Accounts with Risk Assist® are not fully protected against all loss. Furthermore, when Risk Assist® is deployed (whether partially or entirely) to mitigate risk for an account, the account will not be fully invested in its original strategy, and accordingly during periods of strong market growth the account may underperform accounts that do not have the Risk Assist® feature. Clients may lose money.
Horizon Investments makes no predictions, representations, or warranties herein as to the future performance of any portfolio. Past performance is never a guarantee of future results. There may be economic times where all investments are unfavorable and depreciate in value.
Horizon Investments, the Horizon H, Gain Protect Spend and Risk Assist are all registered trademarks of Horizon Investments, LLC.
© 2018 Horizon Investments, LLC. 6210 Ardrey Kell Road, Suite 300, Charlotte NC 28277 HSM100 - (5/2/2018)