Investment Strategies

 

RETHINKING TRADITIONAL INVESTMENT MANAGEMENT

Market Cycle Advised Mandates are custom-modeled and actively managed investment portfolios that rethink portfolio construction. These portfolios are based on a three-mandate investment approach, customized to each client’s personal risk number using industry-award-winning risk profile software, Riskalyze.

These portfolios are designed and managed by New Horizon Wealth Management. Each portfolio uses ETFs and funds that are blended to achieve various levels of market participation, active management and noncorrelated performance.

Selected strategies blended across three distinct mandates built just for you

Through New Horizon Wealth Management’s Market Cycle Advised Mandates, you gain access to diversification beyond traditional asset allocation. You also get investment strategies that are monitored by New Horizon Wealth Management and blended across our three-mandate investment process.

The three-mandate investment strategy benefits your experience in three ways:

  • 1. The use of three distinct mandates ensures that each portfolio is well-diversified.

  • 2. Allocating portfolios into distinct mandates helps simplify and allows you to easily understand the role each mandate plays in the big picture.

  • 3. The three-mandate approach is designed to meet your individual risk number with a customized blend of strategic, tactical and diversifier strategies.

INVESTMENT STRATEGIES Strategic portfolios

When markets rise, these strategies will participate in the upside. However, when markets fall, these strategies will participate in a portion of the decline. Track the long-term movements of the market based on the client’s risk tolerance and investment objectives.

  • Conservative

  • Balanced

  • Growth

Tactical investment strategies

As markets become uncertain, these strategies may increase the defensive portion of your portfolio. Conversely, as markets rise, they may increase your ability to capture gains. Actively managed models that use proprietary indicators to adjust your portfolio based on current market and economic conditions.

  • Artemis

  • Columbia

  • Odyssey

  • Gemini I & II

  • Mercury

  • Pathfinders

Tactical Investment Strategies employ a wide array of ETFs.

Diversifier strategies

Investment options that may disengage from market movement and seek to provide new sources of potential return or safety. Truly a custom selection of investments that can be tailored to meet a specific risk number while being noncorrelated to traditional stock and bond markets.