HORAN Capital Advisors (HCA) is an independent, Cincinnati-based, SEC registered investment advisory firm. Our portfolio management team is dynamic and brings deep experience in managing portfolios for business professionals, families, trusts, foundations, endowments, qualified retirement plans and defined benefit plans.
We center our business on institutional and individual asset management for principal balances in excess of $1 million. HORAN Capital Advisors is an active and discretionary investment manager focusing on your collective financial needs.
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. The objective is to develop customized investment portfolios for clients with a foundation based on valuations, fundamentals and income.
HORAN Capital Advisors is independent and fee-only. We proactively partner with other advisory relationships such as estate planning attorneys, accountants, administrators and private bankers.