Cincinnati investment firm HORAN Capital Advisors has hired Dale Wiethe as a senior portfolio manager. Previously, Wiethe worked at Merrill Lynch and several regional banks.
Cincinnati, OH (PRWEB) February 25, 2014
HORAN Capital Advisors (HCA), an SEC registered investment advisory firm dedicated to high-net worth and institutional asset management clients, is proud to welcome Dale Wiethe as a Senior Portfolio Manager.
Dale has been in the investment management business for 23 years, and has held the position of portfolio manager for high net worth individuals, foundations, endowments, corporate pension and profit-sharing plans. He has extensive experience with asset allocation and portfolio construction, security analysis and investment policy statement development.
“Dale’s investment philosophy parallels that of HORAN Capital Advisors which will further strengthen the level of service the organization has demonstrated since being founded,” said Terence L. Horan, CLU, ChFC, Managing Principal of HORAN Capital Advisors. “We are happy to welcome Dale to the organization and continue to have great pride in the commitment HORAN Capital Advisors has to its respective clientele.”
Prior to joining HORAN Capital Advisors, Dale spent many years at several regional banks before joining Merrill Lynch. Before Dale entered the portfolio management field, he worked for a large family conglomerate in the Accounting and Treasury divisions doing credit analysis, foreign exchange trading and financial analysis.
“I believe the greatest rewards of this business are the lifetime of learning and client interaction aspects,” said Dale Wiethe. “I enjoy helping clients determine their goals and understand how investment markets fit in to achieving those goals. HORAN Capital Advisors is a great fit for me because of our shared philosophy that the investment advisory business is about providing clients with the best position to grow, sustain and protect their wealth.”
He holds a Bachelor’s of Business Administration degree in Finance, Insurance and Real Estate and a Master’s of Business Administration in Finance. Dale received both of his degrees from the University of Cincinnati.
HCA provides investment management services to investors by customizing portfolios with investment securities in equity, fixed income and alternative investments. HCA’s senior professionals have broad experience managing individual portfolios for business executives, family trusts and institutional accounts.
About HORAN Capital Advisors
HORAN Capital Advisors (HCA) is a Cincinnati based registered investment advisory firm. HCA provides investment management services to investors by customizing portfolios with investment securities in equity, fixed income and alternative investments. HCA’s senior professionals have broad experience managing individual portfolios for business executives, family trusts and institutional accounts.
By design, the HCA 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.
HCA believes the investment advisory business is about positioning clients to grow, sustain and protect their wealth. HORAN Capital Advisors is independent and fee-only to ensure objectivity. HCA partners with other advisory relationships such as estate planning attorneys, accountants and private bankers.
Visit http://www.horancapitaladvisors.com to learn more.