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The Keystone
◊ A specialized financial planning service focused on the unique needs of municipalities and local government entities
◊ A strategic approach to asset management, expert and professional integrations, and a holistic view that supports community goals
◊ For municipalities seeking long-term financial stability, resource protection, and growth amid evolving economic conditions
First Meeting Essentials
Managing institutional assets requires balancing risk, return, tax efficiency, liquidity, and fiduciary responsibility.
At Harvest Horizon, we align each of these elements with your institution’s mission and goals. Our strategies are carefully designed with optimized risk-adjusted returns as the priority.
We preserve liquidity for short-term needs while supporting long-term objectives - ensuring every decision serves a clear, strategic purpose.
With a shared commitment to fiduciary excellence, we deliver solutions that are practical and sophisticated, giving you clarity and confidence in every step forward.
Investment Policy Statement
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Investment Statement
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Insurance Team
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Debts
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Legal Advisor Team
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