a risk mitigation strategy rooted in modern financial engineering and academic research

What is Risk Assist® and why was it created?

TO HELP ADVISORS
AND THEIR CLIENTS

Current global challenges require a different mindset. While today’s global markets have their share of traditional risks, the potential for a catastrophic market downturn remains. Given this environment, you need to be prepared to manage not only your clients’ investments, but their emotional responses to market conditions.

 

Given this backdrop, our innovative team has developed goals-based investment strategies designed to help your clients gain, protect, and spend wealth according to their goals.

 

 

 

 

Wealth is not a game.

 

scroll over each topic for info

Who created it

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.

Learn more

about Risk Mitigation

Below are three blog posts that share our perspective on how to balance growing wealth while preserving wealth. We hope they provide you with a deeper understanding of the need for and the implementation of risk mitigation today.

In this post we cover 3 key risks investors must overcome to successfully reach their goals.

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In this post, we take a closer look at 4 common risk mitigation strategies.

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In this post, we identify the components that make up an effective risk mitigation strategy.

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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)