Municipal & Institutional Clients
Working with institutional investors means delivering strategies that balance growth with disciplined risk management. We focus on achieving risk-adjusted returns through the development of a clear and customized Investment Policy Statement (IPS), ensuring all decisions align with organizational goals. Our approach includes strategic collaboration with subject matter experts in banking, insurance, and legal fields to address complex needs with precision. By integrating these elements, we provide institutions with a thoughtful, structured plan designed to support long-term success and stability.
Investments
Committee Development
Financial Planning
SME Connections
IPS Develpoment



First Meeting Essentials
Managing institutional assets is a multidimensional endeavor, requiring careful attention to risk control, return objectives, tax implications, liquidity, and fiduciary responsibility to stakeholders.
At Harvest Horizon, we understand the complexity of these priorities and work diligently to align each element with your institution’s mission and goals.
Our proprietary strategies combine traditional investments with thoughtfully selected alternatives, creating a balanced approach that optimizes risk-adjusted returns. We focus on preserving liquidity for immediate needs while supporting long-term strategic objectives, ensuring every decision is deliberate and purposeful.
With a shared commitment to fiduciary excellence, we partner with institutions to deliver solutions that are both sophisticated and practical, providing clarity and confidence in managing their financial future.
Investment Policy Statement
Most Recent IPS and Fund Manager
Investment Statement
Most Recent Investment Statement with Funds/Allocations
Insurance Team
Name and Contact of Insurance Provider/Team
Debts
Current Debt Statements and Institution
Legal Advisor Team
Name and Contact of Legal Advisory Team