Login
Contact

Gain Stage

At Horizon, we believe the first phase of a client’s financial journey should focus on growing and accumulating their wealth through strategies customized to support their life goals.

We call this the Gain stage. During this phase, clients likely have the time to withstand market fluctuations, making volatility the primary risk to manage. The goal is to grow their wealth over time with a portfolio that reflects their appetite for risk.

Client Brochure
Strategy Overview Sheet

OBJECTIVE:
Accumulation

PRIMARY RISK:
Volatility

The Gain stage models use active asset allocation to pursue risk-adjusted returns, helping individuals grow their wealth.

This flexible approach adapts to changing market conditions, seeking long-term capital appreciation through opportunities in global and domestic equity and fixed-income markets.

 
 
 
 
 
 
GLOBAL

The ability to get more opportunities in various segments of equity markets

FLEXIBLE

The ability to target more opportunities in various segments of equity markets

BALANCED

The ability to get more opportunities in various segments of equity markets

Explore accumulation strategies for clients in the Gain stage of investing.

Let’s Talk
The investments recommended by Horizon Investments are not guaranteed. There can be economic times where all investments are unfavorable and depreciate in value. Clients may lose money.

Learn about our other investment strategies.

PROTECT Stage

In this stage, we seek to mitigate drawdown risk, while continuing to grow assets.

Preservation Strategies

SPEND Stage

In this stage, we seek to preserve spending power while addressing longevity risk.

Distribution Strategies

See Horizon Investments’ Customer Relationship Summary and

View Form ADV for additional information

Linkedin
  • Contact Us
Twitter Linkedin
See Horizon Investments' Customer Relationship Summary and View Form ADV for additional information
Not Guaranteed | Investing Involves Risk | Clients May Lose Money
©2025 Horizon Investments, LLC. All Rights Reserved.
You are now leaving this website to go to HorizonMutualFunds.com
Continue