Investment Management
We'll help you build a diversified portfolio that is designed to help you pursue financial goals.
Disciplined Investment Approach®
Our investment management approach is designed with your life goals in mind. We believe that your investments should be made in service to your overall plan. Long-term performance relies on proper diversification and safeguarding assets against the lowest lows instead of trying to achieve the highest highs. By developing investment strategies through our robust and repeatable process that protects against downside risk, while proactively taking advantage of value opportunities in the financial markets, we can help you meet the long-term investment goals your plan calls for.
Custom Investment Products
Your Partner for Personalized Investment Strategies
Investment Solutions
Our relationship with Cetera Advisors provides our clients access to institutional investment managers through individually managed stock, bond and alternative investment portfolios, as well as mutual funds and other investment structures, offering manager styles that range from ultra conservative fixed income strategies to more aggressive growth strategies.
Insurance Solutions
Our insurance division offers insurance product solutions from nearly every top carrier available. These range from traditional annuities, life, health, disability and long term care insurance to more advanced designs required in business and estate planning. In addition, we provide access to some of the top advanced case design talent in the country through our professional network.
Investment Philosophy
We’ll help you build a diversified portfolio that is designed to help you pursue financial goals.
Mindset & Beliefs
Investment success is largely behavioral.
Patient capital accumulation requires a long-term historical perspective.
Volatility & return cannot be decoupled in your favor over time.
We do not believe in performance chasing, market timing, or economic forecasting.
The three qualities of the successful lifetime investor are - faith in the future, patience, and discipline.
Analyst Coverage
Collective Experience of Investment Committee
Market Dislocations
Financial Modeling
Quantitive & Qualitative
Analysis Leverage Points
Risk/Reward
Diversified Asset Allocation, Risk Tolerance,
Goals - Based, Long-Term Perspective, Tax Awareness, and Time Horizon.
Investment Committee by Investylitics
The Horizon Advisor Network formally established a network-wide investment committee in 2018 to bring together advisors from around the country monthly to discuss the investment markets, changes to client portfolio allocations and discuss the various strategists that each team follows.
What makes these calls unique is that advisors can hear directly from other client-facing advisors as to what they are recommending to clients, versus the load of industry options from analysts, economists and strategists who never actually sit with clients. In 2020, the committee was renamed Investylitics and is led by veteran advisor Jesse Hurst of Impel Wealth Management. The group produces a monthly recap that is distributed to the network and can be sent to clients as desired.
Getting Started is Simple
In a short call, we will get to know your main financial objectives and goals then schedule a time for an initial meeting with one of our financial advisors.
Schedule a conversation with one of our professional advisors to see how we can help.
Meet with us to gather your info, lay out your financial goals and your vision for the future.
Get a tailored strategy and action plan to confidently move towards your future.