By employing a qualitative and quantitative approach, HORAN Wealth'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 Wealth 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.
Let Our Experts Do the Work for You
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.
A regular plan summary will assist your committee in understanding how your fund selection is performing.
As a member of Retirement Plan Advisory Group (RPAG), we deliver a ten-point qualitative and quantitative analysis of each fund in your lineup.
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.