In this episode of Zephyr’s Adjusted for Risk Podcast, host Ryan Nauman speaks with Clark Allen, the head of ETFs at Horizon Investments. They delve into the significance of connecting financial solutions to client plans, the evolution of goals-based planning, the role of technology in investment management, and the future of ETFs, including the potential introduction of ETF share classes.
The discussion highlights the importance of expectational certainty, customization, and the benefits of outsourcing investment management. Tune in for insightful conversation on how to leverage tailored solutions to better serve clients and enhance investment outcomes.
00:00 Introduction to Adjusted for Risk Podcast
01:11 Guest Introduction: Clark Allen from Horizon Investments
02:36 The Importance of Goals-Based Planning
05:54 Navigating Market Volatility and Client Expectations
09:35 The Role of ETFs in Modern Portfolios
16:53 The Future of ETFs and Active Management
19:49 Outsourcing and Model Portfolios
27:11 Conclusion and Where to Find More Information
Learn how Zephyr can help financial advisors create optimized portfolio solutions to meet your client’s investment objectives.
Learn more about Horizon Investments here.