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Firm
Overview
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Founded in June 2000
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Headquartered in Omaha, NE
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12 Employees
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Over 125 million dollars in assets under
management
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Investment team comprised of 4 individuals with
over 40 years of combined experience
Philosophy
Our goal is to provide capital allocation services that maximize
the risk adjusted performance of each client’s portfolio based on their
individual tolerance for risk.
Management Styles
We implement an active capital allocation style of management at
Orizon Investment Counsel. The
goal of which is to increase risk in portfolios when the risk to reward
relationship is positive and reduce risk when the risk to reward relationship
turns negative.
Portfolio Strategies
We have 4 strategies available that are differentiated by
the level of risk. The strategies
in order of highest risk to lowest risk are:
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Aggressive Growth
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Growth
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Growth & Income
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Balanced
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Investment Model
Orizon Investment Counsel implements its active capital
allocation style with a combination of fundamental and technical analysis.
We analyze the global markets with a top down investment approach to
determine where the best values are to be found and which markets are most
likely to show strong performance over the next 12 months from a fundamental
perspective. Once we determine the
areas we favor and the areas we want to avoid, we analyze a number of
proprietary technical factor models to determine what areas the market is
currently favoring.
The insights we glean from fundamental and
technical analysis are then overlaid on our capital allocation grid.
This allocation grid designates the stock to bond to cash ratio for each
of our investment strategies. This
ratio fluctuates within a wide band to accommodate the degree to which we want
to be defensive. The Aggressive
Strategy can have as much as 100% stocks or as little as 60% stocks, as an
example.
These two often contrasting types of analysis allow
our portfolio managers to view the markets from many different angles.
This assists us in finding values in the market that are starting to be
realized and areas that are overvalued that seem to be ready for a downturn.
This allows Orizon Investment Counsel the ability to add alpha through
asset class rotation as well as through security selection.
Contact Information
Phone: 800-424-2449
Gary Lanzen, President
Dan Tucker, Vice President
Dave Meyer, Consultant
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