HORAN Capital Advisors builds on the value HORAN has provided to current clients and extends the expertise of HORAN's wealth management practice. HORAN Capital Advisors is a registered investment advisory firm focusing on long-term client relationships. We are independent and unbiased to ensure objectivity.

Investing money for individuals and institutions takes discipline on many levels. There is a discipline to mapping a thoughtful long-term plan, to structuring a well-positioned portfolio and to analyzing securities. Developing portfolios to meet your objectives takes the discipline to listen and review, to articulate the risk and return expectations.

By design, our active approach incorporates all aspects of planning, including generational wealth transfer strategies, charitable and tax efficient investment planning and risk management solutions. We find value in up front financial planning while partnering with your other advisory relationships such as estate planning attorneys, accountants and private bankers.

Our Objective

Our objective is to develop customized investment portfolios with a foundation based on valuations, fundamentals and income.

We believe the investment advisory business is truly about positioning clients to grow, sustain and protect their wealth.