Investment Philosophy

What is Horizon’s Investment Philosophy?  We believe that long-term investment returns result from consistently following a prudent investment process specifically designed to support our client’s objectives. In spite of the short-term emotional roller coaster of market returns, the traditional tenets of long‐term investing continue to withstand the test of time.

We have a formal asset allocation and rebalancing strategy which, we believe, in the long-run will produce better returns for your portfolio. Portfolios are designed based on your goals and objectives, which means that unless your goals and objectives change, the design of your portfolio should not change.