Horizon Investments Launches Innovative ETFs with Clark Allen
Horizon Investments, LLC, a key player in providing customizable investment solutions for financial advisors, is stepping into the exchange-traded fund (ETF) sector with an exciting new initiative. The firm recently appointed Clark Allen as the Head of ETFs, a move that signals a significant expansion in their offerings. With this commitment, Horizon aims to enhance its ability to deliver solutions focused on achieving specific financial goals for advisors and their clients.
The Launch of New Exchange Traded Funds
Recently, Horizon made its debut in the evolving world of active ETFs as it launched two new funds on the New York Stock Exchange. These ETFs are designed not just as investment vehicles but as strategic tools that empower financial advisors to provide more customized strategies to their clients. The introduction of these funds is part of a larger vision that encompasses a suite of solutions tailored to meet diverse financial needs.
Key Features of the Horizon ETFs
The first of these new ETFs is the Horizon Expedition Plus ETF, designated as HBTA. This fund takes a bold approach by seeking higher volatility compared to the large-cap equity market, primarily through a combination of large-cap U.S. stocks and various options strategies. This innovative mix looks to enhance the overall income generated for investors.
On the other hand, the Horizon Landmark ETF, or BENJ, is focused on total returns by investing in U.S. Treasury Bills with short maturities and engaging in various options transactions. By doing so, this fund aims to provide a stable and secure investment option for those looking to balance risk and reward in their portfolios.
A Commitment to Advisor Innovation
John Drahzal, President & CEO of Horizon Investments, shared insights on the motivation behind these new offerings. He emphasized the firm's dedication to understanding the evolving needs of financial advisors over the recent months. Drahzal noted that Clark Allen's leadership would be pivotal as the company embarks on this new chapter, reinforcing their tradition of innovation in the advisory space.
Under this newly created position, Allen is set to lead Horizon's foray into the ETF market, drawing on his substantial experience within the company since 2019. Allen's background in quantitative research positions him uniquely to address the increasingly complex demands that financial advisors face today.
Building a Differentiated ETF Suite
Allen remarked on the dynamic nature of the ETF landscape, indicating that innovation is crucial in developing tools that meet the contemporary needs of advisors. He believes that the new ETFs crafted by Horizon will serve as essential components to support advisors who subscribe to a 'rep-as-PM' philosophy, enhancing the depth of solutions they can offer.
Scott Ladner, Horizon’s CIO, echoed Allen's sentiments regarding the critical nature of this initiative. He expressed enthusiasm for introducing the new funds, seeing them as valuable resources for advisors assisting their clients in achieving financial goals. The unique features of these ETFs aim to deliver a new level of certainty and performance, particularly important for goals-based investment strategies.
Horizon Investments: A Vision for Empowerment
Horizon Investments prides itself on being more than just an investment firm. Their commitment lies in providing modern, goals-based solutions that truly empower financial advisors. By integrating advanced technology and customized support, the firm equips advisors to foster strong relationships with clients while guiding them toward their financial aspirations.
With clients spanning the nation, Horizon operates from its headquarters in Charlotte. The firm continually emphasizes a philosophy of understanding and addressing the unique challenges faced by financial advisors, ensuring that they can thrive in a competitive landscape. This vision drives every strategic decision at Horizon Investments as they seek to redefine the advisory industry.
Frequently Asked Questions
What are Horizon Investments' new ETF offerings?
The new ETF offerings include the Horizon Expedition Plus ETF (HBTA) and the Horizon Landmark ETF (BENJ), designed to enhance financial advisors' capabilities.
Who is leading the ETF department at Horizon Investments?
Clark Allen has been appointed as the Head of ETFs, bringing valuable experience from his previous role as Director of Quantitative Research.
What investment approach do the new ETFs take?
The ETFs focus on innovative strategies, combining large-cap U.S. stocks with options and investing in U.S. Treasury Bills for potential income and stability.
How does Horizon support financial advisors?
Horizon provides technology solutions, customized support, and deep expertise, allowing advisors to deliver tailored financial strategies to their clients.
Where can investors learn more about Horizon Investments?
For additional information, interested investors can visit Horizon Investments' official website.
