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The Keystone
We help municipalities make the most of every tax dollar entrusted to them. Too often, small and mid-sized communities assume professional asset management is only for large metros, and that assumption can leave real value on the table for residents.
Here are some of the services we offer to help demystify the professional advisory relationship for municipalities under 50,000.
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
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