View Curated Resources to Help You Navigate COVID-19
View Curated Resources to Help You Navigate COVID-19

Investment
Oversight

Businesses | Retirement Plan Consulting | Investment Oversight

By employing a qualitative and quantitative approach, HORAN’s team assists your committee in monitoring and managing your plan’s investment portfolio. 
 
As a member of the Retirement Plan Advisory Group (RPAG), HORAN can apply a quantitative process to managing your portfolio. By coupling that information with qualified insights form our team of Certified Financial Analysts (CFAs), your plan committee will receive a more complete picture of plan performance with relevant and timely market commentary. 

Would you like more information?
Would you like more information? Contact Us

Let Our Experts Do the Work for You

Craft an Investment Policy Statement

An investment policy statement is your roadmap for fund selection and evaluation. Our team will assist in drafting, maintaining and updating your committee's IPS to guide you every step of the way.  

Receive Comprehensive Investment Reviews

A regular plan summary will assist your committee in understanding how your fund selection is performing.

Apply an Institutional Evaluation Process

As a member of Retirement Plan Advisory Group (RPAG), we deliver a ten-point qualitative and quantitative analysis of each fund in your lineup. 

Gain Qualified Market Insights

Our in-house team of CFAs provides relevant and topical insights into general economic trends so that you might get as broad a picture as possible into plan health and performance.

Related Services

Fiduciary Best Practices

We can help reduce your compliance concerns by collaborating with you to identify your greatest risks.

Learn More
Fiduciary Best Practices Learn More
Strategic Plan Design

Solidifying your business’ future starts with listening to your specific needs and building a plan to fit those goals, priorities and desired outcomes. 

Learn More
Strategic Plan Design Learn More
Employee Engagement

We educate your employees on the importance of retirement readiness and investing in the company’s plan regardless of age or income.

Learn More
Employee Engagement Learn More

Learning Center

Style And Asset Class Rotation Is Taking Place
Author: David Templeton, CFA, Principal and Portfolio Manager For nearly three trading weeks the S&P 500 Index has traded mostly sideways,…
Read More
Style And Asset Class Rotation Is Taking Place Read More
What Your Campus Health Center Should Value And How To Motivate Healthy Outcomes
Author: Karen Mueller, CBC, Executive Vice President & Partner, HORAN Are your campus health center, student health insurance and other health…
Read More
What Your Campus Health Center Should Value And How To Motivate Healthy Outcomes Read More
Life Event Series: Having A Baby
Read More
Life Event Series: Having A Baby Read More