HORAN Announces HORAN Capital Advisors

CINCINNATI, May 21 /PRNewswire/ -- Cincinnati-based HORAN, a leading advisor in the use of executive and group employee benefits, retirement plans, and wealth management services, today announced it would expand its wealth management practice through a dedicated, new organization HORAN Capital Advisors (HCA).

The combination of HORAN's well-established wealth management services and the intellectual capital and depth of experience of HORAN Capital Advisors creates a strong resource for individuals, families and institutions. HORAN Capital Advisors will build on the value HORAN has provided to current clients while advising for over $550 million in assets, delivering superior market knowledge and proven approaches for utilizing sound investment solutions.

Clients today have distinct wealth management needs, which will be served in a specialized manner by HORAN Capital Advisors. "This new team has the depth and breadth of experience to help clients in these challenging economic times," said Terry Horan, president and CEO of HORAN.

The investment managers joining HORAN Capital Advisors are among the most talented and productive in the region bringing a long history of managing significant client portfolios with a consistent strategy and philosophy.

Mark A. Bennett, Portfolio Manager and Principal — Mark Bennett brings over 28 years of experience to the firm. He is a senior strategist and advisor at HORAN Capital Advisors. Mark primarily focuses on developing customized client portfolio strategies through in-depth security selection, financial planning, tax and wealth transfer strategies. He has a long history of collaborating with high net worth and institutional clientele characterized by managing portfolios throughout his career with an asset base of $1 billion. Mark holds the Chartered Financial Analyst (CFA) designation.

David I. Templeton, Portfolio Manager and Principal—David Templeton brings over 26 years of industry experience to HORAN Capital Advisors. David has extensive experience in portfolio construction, security selection, development of investment policies and portfolio allocation for clients. Over his career, David has managed individual client portfolios with assets totaling $700 million. David holds the Chartered Financial Analyst (CFA) designation.

Nick C. Reilly, Portfolio Manager and Principal— Nick Reilly specializes in the unique areas of portfolio construction and risk management strategies. Nick has deep knowledge in hedging concentrated portfolio risks, tax efficient wealth transfer solutions, and alternative investment portfolio integration including structured products, commodity funds, hedge funds, and private equity. Nick's career began as an options market maker on the Chicago Board Options Exchange.

Terry Horan, who has over 36 years experience in financial planning, tax and wealth transfer strategies, will serve as the Managing Principal of HORAN Capital Advisors, providing strategic oversight and direction. Horan will continue as President and CEO of HORAN.

Jack Horan established the foundation for HORAN Capital Advisors in 1948. By satisfying the needs of clients for over 60 years, HORAN has grown to be one of the region's largest privately held financial services and insurance organizations.

"The lives we improve are as important as the wealth we work to accumulate and protect for our clients. We believe that true wealth is defined by your quality of life. We understand there are many reasons to accumulate wealth for the future. At HORAN Capital Advisors, we never forget it's about more than your wealth, it's about your life," said Horan.

About HORAN

Headquartered in Cincinnati, Ohio, HORAN is one of the largest privately held insurance and financial services organizations in the Greater Cincinnati region. HORAN Associates specializes in life insurance for estate and business planning, employee benefits consulting and retirement planning. HORAN Securities operates as a broker/dealer for mutual funds, variable annuities, and life insurance.

HORAN'S qualified staff represents more than 500 companies and 170,000 individuals and advises for more than $550 million of assets. More than 8 % of the Greater Cincinnati Tri-State population is covered by health insurance offered through HORAN, and our clients now span locations in most of the United States.

HORAN is able to offer the highest quality solutions to its clients through its membership in two premier organizations, M Financial Group and United Benefit Advisors. As the only M Financial firm in the Greater Cincinnati Tri-State region, HORAN offers proprietary insurance and wealth management products that are available only to M Financial member firms. Through United Benefit Advisors, HORAN provides real-time benchmarking reports and industry best practices to its clients.

For more than 60 years, HORAN has served as a trusted advisor and thorough planner to both individuals and companies. Our integrity and industry knowledge are foundations upon which HORAN has built a reputation for delivering high quality products and services.

For more information visit horanassoc.com.

(HORAN Capital Advisors and the HORAN logo are registered trademarks/service marks of HORAN).

SOURCE HORAN