WE BUILD WEALTH FOR CLIENTS USING A PATIENT, TIME-TESTED, LONG-TERM VALUE INVESTMENT APPROACH. Our seasoned team of professionals provide personalized, independent advice to help clients achieve their goals and build their financial legacy.
We provide transparent, independent investment management and financial advice.
Define and Prioritize goals
Collect and analyze your finances
Execute an action plan to meet your financial goals
Provide ongoing support and account reporting
Continuously monitor holdings and regularly re-evaluate your financial situation
We custom tailor each portfolio based on individual client’s goals, needs and tolerance for risk.
It all starts with a conversation about your goals and objectives in order to provide a roadmap designed to meet your goals.
Partner with high-net worth individuals to invest their wealth and build a legacy. By providing a dedicated team to each client, we create comprehensive wealth plans, sound investment strategies, and lasting relationships.
Horan Capital Management is a d/b/a of, and investment advisory services are offered through, Connectus Wealth, LLC, an investment adviser registered with the United States Securities and Exchange Commission (SEC). Registration with the SEC or any state securities authority does not imply a certain level of skill or training. Please click "Disclosures" above for additional important disclosures. Click the following for more information about Connectus: www.connectuswealth.com.