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Hoisington Investment Management Co

Updated today

Client assets under management

$1,793,855,850

Clients

0

Advisors

4

of 9 employees

Firm type

Investment Manager

May not manage individual clients

Average account size

About

Hoisington Investment Management Company provides discretionary fixed-income portfolio management focused exclusively on U.S. Treasury securities for institutional clients. Its services include separately managed accounts and sub-advisory relationships, and the firm lists pension and profit-sharing plans, charitable organizations, insurance companies, state and municipal government retirement plans, pooled vehicles, and investment companies among its clients.

Investment decisions are guided by a five-person Strategic Investment Committee that conducts internal, macroeconomic, top-down research on real growth and inflation to set duration exposure—favoring short-duration or cash in anticipated multi-year inflationary periods and longer-duration Treasurys when falling inflation is expected. The firm executes trades primarily through electronic platforms such as Tradeweb and tailors portfolios to meet specific client income needs or written investment guidelines.

What distinguishes the firm from many peers is its narrow Treasury-only mandate combined with an atypical mix of institutional client types and ongoing sub-advisory roles (including the Wasatch‑Hoisington U.S. Treasury Fund and private fund relationships). Hoisington also provides regular written monthly reports to clients, maintains a long-tenured investment committee that has worked together since 1996, and supplements its internal research with externally purchased data.

Client services

Portfolio management

Expertise

Active portfolio management

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Fee options

Percentage

$0 - $10 million: 0.45% $10 million - $50 million: 0.35% $50 million - $100 million: 0.25% $100 million - $500 million: 0.15% $500 million+: 0.05%

Other

Account minimum: $1 million Minimum fee: Minimum quarterly fee of $5,625 Fee-only: Advisory fees based on percentage of assets under management as tiered schedule; no commissions charged; no performance-based fees

Main office location

Hoisington Investment Management Co

6836 Fm 2244 Rd, Bldg 2 Suite 100

Austin TX 78746-5070, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Lacy H

Series 65

Austin, TX

Hoisington Investment Management Co

Lacy Hunt is a financial advisor at Hoisington Investment Management Co. with 15 years of industry experience and holds a Series 65 designation. He has been with Hoisington Investment Management Co. since 1996. Outside of his advisory role, Dr. Hunt occasionally delivers speeches on economic issues to business and professional groups. Hoisington Investment Management Company primarily serves institutional and pooled-vehicle clients, focusing on discretionary fixed-income portfolio management exclusively in U.S. Treasury securities and cash equivalents. The firm employs a top-down macroeconomic research approach through a small, long-standing Strategic Investment Committee and serves a diverse client base including pension plans, charitable organizations, and insurance companies.

Active portfolio management
user avatar

John D

Series 65

Austin, TX

Hoisington Investment Management Co

John Dahlheim is a Series 65 licensed advisor at Hoisington Investment Management Company with 15 years of industry experience. He has been with Hoisington since 2014. Outside of his advisory role, he serves as CFO for Heat Harvestor, LLC, a green energy hardware, education, and consultation business based in Austin, Texas. Hoisington Investment Management Company provides discretionary fixed-income portfolio management primarily for institutional and pooled-vehicle clients, focusing exclusively on U.S. Treasury securities and cash equivalents. The firm employs a top-down macroeconomic investment approach led by a small, long-standing Strategic Investment Committee and serves a diverse client base including pension plans, charitable organizations, and insurance companies.

Active portfolio management
user avatar

Van H

Series 63

Austin, TX

Hoisington Investment Management Co

Van Hoisington Jr. is a Series 63-licensed financial advisor with 33 years of industry experience. He has been with Hoisington Investment Management Company since 2013. Outside of his advisory role, he is the owner and director of Saline River Ranch, a farming operation in Kansas. Hoisington Investment Management Company primarily serves institutional and pooled-vehicle clients with discretionary fixed-income portfolio management focused on U.S. Treasury securities and cash equivalents. The firm is known for its small, long-standing investment committee and its sub-advisory role to mutual and private funds.

Active portfolio management
user avatar

David H

Series 63

Austin, TX

Hoisington Investment Management Co

David Hoisington is a financial advisor at Hoisington Investment Management Company with 34 years of industry experience. He holds a Series 63 designation and has been with the firm since 2013. Outside of his advisory role, he is involved in several business ventures including farming, pharmacy consulting and lending, and franchise operations. Hoisington Investment Management Company primarily serves institutional and pooled-vehicle clients, offering discretionary fixed-income portfolio management focused exclusively on U.S. Treasury securities and cash equivalents. The firm is known for its long-standing investment committee and its role as a sub-adviser to mutual and private funds.

Active portfolio management
View complete list of advisors at this firm
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