Broker Check

Healthcare Institutional Investment Sales

Choosing an investment professional to assist with your various asset pools can be a daunting task. Experience, integrity, and dedication to servicing client relationships are hallmarks by which the many alternatives can be measured. Following are a few of the standards which we believe set us apart. The investment strategies team for Horizons Financial Group, Inc. bring to the table over 90+ years of combined investment experience with 70+ years comprising healthcare institutional investment experience. We have served the investment needs of healthcare facilities since 1986.

Strategies

HFG specializes working with healthcare organizations; customizing asset pools designed to maximize their non-operating revenues. Participation in organizations such as the Healthcare Financial Management Association (hfma) www.hfma.org has afforded us the opportunity to better appreciate and understand the challenges that face healthcare organizations today and stay attuned to the most recent industry issues.

Our healthcare investment strategies are structured for specific asset pools. These pools include:

  • Operating funds
  • Funded depreciation
  • Bond issuance proceeds
  • Self Insurance
  • Foundation and endowment assets

We have worked with clients around the Southeast and across the country investing asset pools as large as $500,000,000 to as small as $200,000. Our clients look to us for help in designing and maintaining their investment policy for liquidity, asset class, credit quality, credit risks and time horizon constraints. Our relationship with each client is unique and customized to meet the client’s specific needs.

We offer our clients the flexibility to choose from fee based or commissioned based platforms for execution of their investment strategies.

We provide a turnkey process beginning with investment policy creation, asset allocation guidelines and recommendation to end with portfolio safekeeping and custody services.