Join us for this month’s session of the “Meet the Strategists” series, where we’re excited to feature Horizon Investments. This session will explore their Gain, Protect, and Spend portfolio solutions—designed to support clients at every stage of their financial journey.
Horizon Investments specializes in goals-based wealth management, offering a dynamic approach to portfolio construction that adapts to evolving market conditions. During this webinar, you’ll gain insights into their Gain strategies focused on accumulation, Protect strategies designed to manage risk, and Spend strategies aimed at optimizing retirement income. Learn how their tactical investment approach and risk-managed solutions can help clients pursue long-term financial success.
This is a great opportunity to learn from a leading investment firm and ask direct questions about how their strategies can support your clients’ unique financial needs.
Watch Here to join this insightful session and expand your knowledge of Horizon Investments’ approach to wealth management.
