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Horan Capital Management is an independent investment advisory firm that has extensive experience with the issues that serious investors face.
We offer a proprietary long-term investment philosophy—Intelligent Investing for the 21st Century. Our firm has received national recognition as one of America's top financial advisors by Worth Magazine for several years and has also been included in Bloomberg Wealth Manager Magazine’s list of the nation’s top wealth managers for the last five years.
Patrick Horan, the firm’s founder, has been delivering financial planning and investment management solutions for clients since 1981. He founded Horan Capital Management in 1995 to provide clients with independent, objective advice and a client-focused experience. Firm members possess extensive industry experience in financial and estate planning, portfolio construction and securities valuation.
Horan Capital Management is a fee-based investment advisor. Our firm does not earn commissions from the sale of products; instead, we provide comprehensive, on-going investment management services and advice for an all-inclusive fee. Clients judge us by the effectiveness of our advice and investment performance over time. Our average new client relationship is over $1 million of investment assets.
Experienced financial advisors and portfolio team members concentrate on delivering top-quality investment management and consistent, attentive client service. Our team approach seeks to ensure that clients receive timely and helpful responses each and every time they contact us. From staff member to CEO, our number one goal is to provide clients with the answers and service they need, when they need it. In this day and age, it is our attention to client service that separates us from the large, impersonal corporate offerings.
Since the founding of our firm, our approach to planning has been neither traditional nor formula-driven. We believe that our financial planning services, which are integrated with our proprietary wealth management process, deliver the best results for our clients. Our ongoing financial planning service that is included with wealth management helps guide clients as they move through various stages of wealth accumulation and income generation. Our approach encompasses issues that our clients raise, as well as issues they may not yet know exist. We weigh in on important issues where our advice will have the greatest influence on outcomes. The result is customized and real-time, advice-driven solutions that become available as financial challenges arise.
Horan Capital Management works with TD Ameritrade and Fidelity Investments to serve as custodians for client assets. These national firms provide physical custody of assets, brokerage services, account maintenance and reporting services as well as online access to accounts.
We invite you to explore how our approach leads serious investors to place their trust in us so they can achieve their goals. Our ambition is to serve as our clients' most valued professional financial advisor. At Horan Capital Management, we welcome the opportunity to serve you.
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