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Zephyr's Adjusted for Risk on Location: Connecting Solutions to Plans with Horizon Investment's Clark AllenZephyr's Adjusted for Risk on Location: Connecting Solutions to Plans with Horizon Investment's Clark Allen

Zephyr's Ryan Nauman and Horizon Investments' Clark Allen discuss the trends and future of ETFs, emphasizing the importance of connecting investment products to client goals through goals-based planning.

Ryan Nauman, Market Strategist

April 18, 2025

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.

About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

See more from Ryan Nauman

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