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HORAN Retirement Advisors - Services

Investment Services

HORAN collaborates with you to ensure our services achieve your company’s specific goals and objectives. We provide ongoing guidance, insight and investment monitoring, always rooted in our understanding of your retirement needs and objectivity.

The end result: customized investment solutions designed specifically for your business, monitored via the proprietary Scorecard System™ Methodology, a comprehensive qualitative and quantitative approach that allows for sound and repeatable decisions.

Let our experts do the work for you. HORAN helps you and your employees understand their investment portfolio:

Customized Diversification Options and Strategies – We invest the time to understand your business so together we can choose the strongest diversification options. We ensure your fiduciary compliance by educating existing participants and new hires so everyone understands their options. 

Your Investment Policy Statement (IPS) – Your plan provides a foundation for investment monitoring and selection that allows the plan sponsor to promptly and prudently address their fiduciary duties. This is achieved by guidelines, investment criteria, wise investment choices and full fee disclosure.

Investment Research & Monitoring - We have access to the best investment research tools in the industry through our partnerships with organizations such as Retirement Plan Advisory Group (RPAG) and M Financial Group.

                                                             

HORAN Retirement Plan Consulting In Action

The case study below illustrates HORAN's commitment to delivering great outcomes for its clients. We believe in collaborating with you to select investments that work for you and your employees.

HORAN Knowledge Center

Investor Letter Spring 2019
Stocks bounced back in the first quarter with the best quarterly start for the S&P 500 Index sin...
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Do you have an effective investment menu strategy?
Do you have an effective investment menu strategy? Click here to watch a short video and learn three...
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Investments: Q2 2018 in Review
Q2 2018 in Review - Market Summary through June 30, 2018  U.S. Equity (S&P500): ...
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