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Investment Process

At Horizon Wealth Management, we’ve established a rules-based investment approach that guides all our assets under management. A well-constructed methodology can provide the framework for making sound investment decisions. At Horizon, you’ll find a smart, sophisticated investment process behind every trade:

  • Research-driven investment leadership. Our Investment Committee meets regularly to review and discuss our extensive investment research. The Committee determines overall investment direction, which is reflected in each client portfolio.
  • Sophisticated individual investment analysis. Once our Committee determines the firm’s investment direction, our proprietary scoring system identifies and monitors specific investments in any given asset class.
  • Experienced investment management. Different situations call for different strategies. We use both active and passive management styles, and build portfolios with a combination of strategic and tactical holdings.

Our investment approach is a core part of our firm’s fiduciary commitment to delivering the highest possible levels of service, prudence and trust.