Compass Investors Horizon

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How Horizon™ Works

Every 5 weeks, Horizon subscribers receive an Action Report via email that provides them with the latest analysis of their portfolio’s mutual fund choices. Click to see a sample. The Action Report prompts a review and, if necessary, reallocation of their funds, empowering them to take active control over their retirement account.The entire 4-step process is straightforward andaccording to our subscribers, takes less than 10 minutes to follow.

1. Sign on to the Horizon website and view the current Horizon Action Report. 2. Review the fund analysis and Model Portfolio allocations provided in the Action Report to determine what reallocations, if any, you want to make. 3. Enter your current fund balances and desired reallocation percentages into the provided Excel Reallocation Spreadsheet. Our macros will provide you with the exact instructions you need to follow to make the changes to your portfolio. 4. Access your existing retirement account’s website and use our Reallocation Process document to guide you in reallocating your funds. Whether or not you make any changes at all when you receive our Action Report, our research proves a regular five-week cycle of active review leads to far superior results over the long term. Find out for yourself how easy Horizon is to use.Start your risk-free subscription today.