Structured Investment Strategy

The Horizon Bank Lakepointe Structured Investment Programs are designed to provide a single investment account and strategy that supports all your financial needs. Through professional asset management and a Horizon Bank advisor, we will partner with you to determine an investment portfolio that is able to meet your long-term growth goals while ensuring a stable stream of current income.

 

Customized Strategy

Whether you are an individual, business owner, or a representative of a not-for-profit organization, you’ll benefit from a customized investment strategy specific to your short-term and long-term goals.

Annual Asset Reallocation

As your personal goals change from year to year, you can expect a reallocation of investment assets. Your asset allocation mix will be based on our current assessment of market conditions, providing you with optimal diversification.

Sensible Advice

You’ll have easy access to your account through a secure online page via any internet-enabled device. You will also benefit from sensible advice from experienced Horizon Bank Advisors who will keep you abreast of today’s financial environment and ensure you a diverse portfolio.
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Investment vehicles made available through Horizon Trust & Investment Management are: Not deposits or other obligations of, or guaranteed by Horizon Bank; Not insured by the FDIC; Subject to investment risks, including possible loss of principal.

 

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