Individual & Institutional Money Management
Our clients are both individuals and institutions with specific and sometimes complex needs. We work to deliver consistent performance and unparalleled client service. High-net worth investors have acquired wealth through years of effort and savings, business ownership, inheritance and intelligent investments. These individuals and families require proper planning techniques in combination with investment strategy. Institutional accounts, such as endowments, foundations and various corporate retirement plans, seek to maximize investment assets to support specific and diverse organizational needs. Our experienced team will work to tailor a strategy to meet your objectives.
Unlike many advisor practices, we are compensated solely by our clients. Our annual fee is based upon a percentage of the client’s account balance. We accept no commissions or trading fees from outside providers.
Fee-only advisors, such as HORAN Capital Advisors, are more closely aligned with the client’s best interest.
10 Things You Should Know about Hiring an RIA, Wall Street Journal
We evaluate information related to the macro environment to produce a top down view. GDP expectations, monetary policy, inflation expectations, investor sentiment, valuations, volatility and geopolitical concerns are examples of inputs that influence our views. After setting our tactical bias, we then screen and select individual equity holdings and fund managers that support our macroeconomic view. Our “holdings” universe is completely open architecture and has no conflict or bias to any fund company or asset manager.
Long-Term Investment Focused
Daily market volatility and media sound bites can frequently question the fortitude of a long-term investor. Behavioral studies indicate that investors let emotion get in the way of their decision making process. We focus on preserving and growing capital by utilizing investment strategies and securities that we believe we can hold for a reasonable amount of time.
Independent RIAs, like HORAN Capital Advisors, offer transparency and objectivity by separating the duties of asset custodian and asset managers. Our current primary custodian is Charles Schwab Co. Inc. but we offer the flexibility to partner with other custodians such as banks and trust companies.
HORAN Capital Advisors takes great pride on the level of client service it provides to its respective clientele. Service is a core tenant of our business as we communicate regularly with our clients and focus solely on their needs. We have a high ratio of staff to clients and maximize a team approach and oversight when handling client accounts.