Our Approach for Institutional Investment Accounts
At HORAN Capital Advisors, we recognize the importance that certain institutional investment accounts serve. These accounts can be employee benefit related with a managed profit-sharing plan or defined benefit plan. They could also be liability driven to fund specific operations or charitable endeavors.
Step 1: Organizational Analysis – Creating the Investment Policy Statement
Step 2: Identifying Spending Rate/Liabilities
Step 3: Aligning Spending Policy with Long-Term Expected Market Returns
Step 4: Setting Strategic & Tactical Investment Allocations
Step 5: Investment Diversification
Step 6: Monitoring & Rebalancing
Step 7: Committee Reporting
We seek investment flexibility and best in class investment vehicles for institutions with more than $1 million in investable assets. We create customized solutions to meet each client’s needs. We have preferred relationships with specific partners but are flexible enough to work with your own preferred providers. We intend to work collectively with chosen providers to assist in transition support, committee communication, investment education and compliance support.