Featured Articles:
Financial Advisor's Top RIA Survey
Financial Magazine (2007, 2008)
Barron's Top 100 Independent Financial Advisors:
2007, 2009
Bloomberg Wealth Manager Magazine, Top Dog List:
2003, 2004, 2005, 2006, 2007, 2008
Top 250 Financial Advisors in America,
Worth Magazine (1998, 1999, 2001)
The Up and Comers - Top 25 emerging Investment-advisory firms
Forbes.com (2008)
Expert Financial Advisors
Northern Virginia Magazine (2009)
Patrick J. Horan, CFP®, ChFC was listed as one of America's best financial planners,
Guide to America's Best Financial Planners (2005-2006)
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**NEW VIDEOS**
How to Benefit from the Economic Downturn - Webinar
Click on the above link to view HCM's latest webinar on benefiting from the economic downturn.
Economic Crisis 2008 Explained
Click on the above link to view HCM's perspective and explanation on the 2008 economic crisis.
Horan Capital Management: In the Media
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Media Appearances:
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Bloomberg Radio Interview
Topic - Home Depot
May 20, 2008 |
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Bloomberg TV Appearance
Topic - Home Depot, Berkshire
May 25, 2007 |
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Bloomberg Radio Interview
Topic - Home Depot
May 15, 2007 |
| MORE | |
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Bloomberg TV Appearance
Topic - Home Depot, Wal-Mart
February 20, 2007 |
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Bloomberg Radio Interview
Topic - McDonald's
January 24, 2007 |
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Bloomberg TV Appearance
Topic - Home Depot
December 30, 2006 |
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Bloomberg TV Appearance
Topic - McDonald's
October 12, 2006 |
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Bloomberg Radio Interview
Topic - McDonald's
September 27, 2006 |
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Bloomberg TV Appearance
Topic - McDonald's
September 12, 2006 |
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Bloomberg Radio Interview
Topic - Home Depot
August 15, 2006 |
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Bloomberg TV Appearance
Topic - Microsoft
July 21, 2006 |
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Bloomberg Radio Interview
Topic - Coca Cola, Johnson & Johnson, Pfizer
July 18, 2006 |
| MORE | |
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Bloomberg Radio Interview
Topic - Pfizer
June 30, 2006 |
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Bloomberg Radio Interview
Topic - Pfizer
June 7, 2006 |
| MORE | |
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Bloomberg Radio Interview
Topic - Home Depot, McDonald's
May 25, 2006 |
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Bloomberg Radio Interview
Topic - Berkshire, Microsoft, Coca Cola, Budweiser
May 5, 2006 |
| MORE | |
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Bloomberg Radio Interview
Topic - Pfizer, Coca Cola, McDonald's
April 19, 2006 |
| MORE | |
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Bloomberg Radio Interview
Topic - McDonald's
April 13, 2006 |
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Bloomberg Radio Interview
Topic - Berkshire Hathaway
March 6, 2006 |
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Bloomberg Radio Interview
Topic - Home Depot
February 21, 2006 |
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Bloomberg Radio Interview
Topic - Coca Cola
February 7, 2006 |
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Bloomberg Radio Interview
Topic - McDonald's
December 8, 2005 |
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Bloomberg TV Appearance
Topic - Home Depot
November 2005 |
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Bloomberg TV Appearance
Topic - McDonald's
October 2005 |
| MORE | |
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Bloomberg Radio Interview
Topic - McDonald's
September 9, 2005 |
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Bloomberg Radio Interview
Topic - McDonald's
April, 21 2005 |
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Investment Related Articles:
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Wal-Mart's Sales Slowdown May End of Best-of-Dow Run
Bloomberg News Article
August 8, 2008 |
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Home Depot Profit Drops 66% on Slower Spending, Store Closures
Bloomberg News Article
May 20, 2008 |
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Harley Net Falls 2.5% on U.S. Sales; Job Cuts Planned
Bloomberg News Article
April 17, 2007 |
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Harley Davidson's Profit Drop Lures T. Rowe, Franklin
Bloomberg News Article
April 16, 2007 |
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Home Depot Profit Falls 30% As Housing Slump Hurts Results
Wall Street Journal
May 15, 2007 |
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Horan Capital's Malcom Says Home Depot Faces Housing Headwind
Bloomberg News Article
May 15, 2007 |
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McDonald's Investor Bill Ackman Raises Stake to 1.5%
Bloomberg News Article
February 15, 2007 |
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Pfizer to Cute up to $1 Billion in Costs, Fire 10,000
Bloomberg News Article
January 22, 2007 |
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McDonald's Increases Dividend by 49% on Higher Sales
Bloomberg News Article
September 27, 2006 |
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McDonald's Faces Pressure from Ackman, Person Says
Bloomberg News Article
September 27, 2006 |
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Pershing Gets Antitrust nod to Buy McDonald's Stock
Bloomberg News Article
September 13, 2006 |
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McDonald's August Sales Rise on Europe's 8.8% Gain
Bloomberg News Article
September 12, 2006 |
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McDonald's Says Investor Ackman Plans to Buys Shares
Bloomberg News Article
September 1, 2006 |
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Question at McDonald's :Who's next in line?
International Herald Tribune
August 25, 2006 |
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McDonald's Alvarez May Ben In Line to Succeed Skinner
Bloomberg News Article
August 24, 2006 |
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McDonald's Names Alvarez President to Succeed Roberts
Bloomberg News Article
August 23, 2006 |
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McDonald's July Sales Rise, Led by Gains in Europe
Bloomberg News Article
August 8, 2006 |
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Teva Wins Approval to Sell Copies of Pfizer's Zoloft
Bloomberg News Article
June 30, 2006 |
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Pfizer to Visit Hundreds of Companies in $17 Bln Shopping Spree
Bloomberg News Article
June 30, 2006 |
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Johnson & Johnson to Pay $16.6 Bln for Pfizer Unit
Bloomberg News Article
June 26, 2006 |
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Glaxo Offers $15 Billion for Pfizer Consumer Unit
Bloomberg News Article
June 7, 2006 |
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Boston Market on the Block?
Chicago Business
June 5, 2006 |
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McDonald's Net Falls; New Coffee, Hours Boost Sales
Bloomberg News Article
April 21, 2006 |
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McDonald's Sales Rise 4.7% on Spicy Chicken Sandwich
Bloomberg News Article
March 8, 2006 |
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McDonald's Investor to Seek Smaller IPO of Outlets
Bloomberg News Article
January 18, 2006 |
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McDonald's Sales Increase 4 Percent on Longer Hours
Bloomberg News Article
December 8, 2005 |
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McD's Hits 5½-year High on Spinoff Spec
Chicago Business
December 5, 2005 |
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McDonald's Executives Rewarded for Strong 2004
Chicago Business
April 6, 2005 |
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McDonald's to Revive McCafés
Chicago Business
May 23, 2005 |
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McDonald's Hits 4.5-year High on Fund Interest
Chicago Business
September 16, 2005 |
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Horan's Malcom Comments on Outlook for Home Depot, Lowe's
Bloomberg News Article
November 14, 2005 |
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McDonald's Sales Rise 1.6%, Worst Showing Since 2003
Bloomberg News Article
March 8, 2005 |
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McDonald's Net Falls 10% on Profit Repatriation Costs
Bloomberg News Article
July 21, 2005 |
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McDonald's Sales Rose 1.8% in May, Led by U.S. Gain
Bloomberg News Article
June 8, 2005 |
| MORE | |
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McDonald's Sales Rise 3.4%, Spurred by Sandwiches
Bloomberg News Article
September 9, 2005 |
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Gap's Net Rises 3.9%; 2005 Profit to Beat Estimates
Bloomberg News Article
February 24, 2005 |
| MORE | |
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Financial Planning Articles:
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Establishing an Advisory Board
for the Family Business
Journal of Financial Service Professionals
November, 2003 |
| MORE | |
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A Transition Plan is Key for a Firm
Baltimore Business Journal
March, 2003 |
| MORE | |
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Budget Details Income & Expenses
Investors Business Daily
September, 2003 |
| MORE | |
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Special Report: Banking & Finance
Baltimore Business Journal
October 10-16, 2003 |
| MORE | |
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Bottom Line - Your Money
April 1, 2004 |
| MORE | |
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Financial Aides
Entrepreneur’s Guide to Small Business Finance
1995 |
| MORE | |
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Get Personal with Business
Financial Planning
September 2002 |
| MORE | |
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In Growth Funds, Risk and Potential
The New York Times
August 11, 1996 |
| MORE | |
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Keep Your Money In Stocks
Reuters News Service
July 29, 2002 |
| MORE | |
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Pension Tension
New York Post
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| MORE | |
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Why Cut Cap Gains Tax Rate?
Our Level Is Higher Than Most
Investor’s Business Daily
January 27, 1997 |
| MORE | |
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You Can’t Take It With You
Experts advise planning to leave it behind
The Catholic Review
June 5, 2003 |
| MORE | |
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New Rules for a New Retirement
MSN Money
April 6, 2004 |
| MORE | |
Forms:
For the convenience of our clients, we have posted many of the account documents needed to establish an account. These documents are required by the Securities Exchange Commission (SEC) to be delivered to everyone who becomes a client of the firm. The client agreement discusses the contractual obligation of the firm to provide money management, financial planning, and other services to prospective clients.
Feel free to download the latest versions of the following client documents:
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Form ADV, Part 2 |
|PDF| |
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Form ADV, Schedule F |
|PDF| |
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Fidelity Online Access Form |
|MORE| |
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TD Ameritrade Online Access |
|MORE| |
Client Resources:
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Client Guide |
|PDF| |
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Explanation of Reports & Billing |
|PDF| |
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Investment Philosophy |
|PDF| |
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Horan Capital Management Brochure |
|PDF| |
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Privacy Policy |
|PDF| |
Seminars:
We have periodic client seminars to address current investment and financial planning topics of interest. If there is a particular topic in which you have an interest, please contact us and we would be pleased to inform you of future events. Important: No Offer or Advice Disclosure
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