Institutions and Trusts

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A strong legacy takes wise investment management that looks at current and future wealth performance.

The ability of your wealth to sustain your giving and investment management goals is built today, with a view of the future. For institutions or foundations building a legacy by allocating funds to create opportunities, HORNE Wealth Advisors offers an analytical, conservative enhancement and longevity strategy.

HORNE Wealth Advisors is committed to providing exceptional client support, confidentiality, thought leadership and sophisticated investment resources. We work as your partner to identify and implement strategies that help you maximize assets and reach your goals.

You maintain control over your assets, while we guide you with proactive counsel focused on producing continued growth and liquidity. And we manage funds with a strict fiduciary responsibility to supply all information and channels you need to disclose pertinent data to a board or stakeholders.