Todd Poellein brings decades of experience and a deeply personal approach to portfolio management, serving families, defined benefit plans, foundations, and endowments with the same careful attention and level-headed discipline. As Principal and Portfolio Manager, Todd believes that genuine investment success begins with fully understanding each client's objectives and risk tolerance, and building a customized investment policy that reflects both. He takes a proactive approach to client education, translating complex market events into a clear, grounded perspective so clients feel informed and confident throughout. For Todd, the relationships he builds along the way are just as important as the portfolios he manages, and the HORAN commitment to doing what is best for clients runs through everything he does.