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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

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Image by Xiaochuan Xu
Image by Kateryna Hliznitsova

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

Clarity Today. Prosperity Tomorrow.

Harvest Horizon

Wealth Strategies

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Proudly Veteran-Owned

Advisory services are offered through Harvest Horizon Wealth Strategies LLC, an investment adviser registered with the state of Wisconsin. Advisory services are only offered to clients or prospective clients where Harvest Horizon Wealth Strategies LLC and its representatives are properly registered or exempt from registration. Harvest Horizon Wealth Strategies LLC does not provide tax or legal advice.​

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