Trusted Advisors. Ongoing Oversight.
When acting as Power of Attorney, Horicon Bank may delegate investment management responsibilities to qualified investment managers or advisors. We exercise reasonable care and skill when selecting these professionals.
Our responsibilities include:
- Carefully selecting qualified investment managers and advisors
- Periodically reviewing and monitoring their performance
- Ensuring delegated assets are managed according to agreed-upon guidelines
Investment management responsibilities may be delegated to one or more experienced investment managers based on an individual's unique needs, goals, and circumstances. Delegated assets are typically managed according to an Investment Policy Statement (IPS), which outlines the investment objectives, guidelines, and responsibilities agreed upon by all parties involved.