ABOUT US
Tesoro Capital Management, LLC (TCM)
Tesoro Capital Management, LLC (TCM) is a national wealth management firm, serving clients from coast to coast.
Patrick J. Horan, CEO®, ChFC, has been in the financial planning and investment business since 1981 and founded this firm in 2024.
Since then, he has assembled a team of talented and tenured professionals, many with recognized industry credentials including the Chartered Financial Analyst and Certified Financial Planner (CFP®) designations.
Partrick has made appearances in national media outlets, including Bloomberg TV and Radio. Additionally, he has been featured in Barron’s, Wealth Manager Magazine, Worth, Forbes.com, and Financial Advisor Magazine.
TCM’s Investment Approach understands that investors have unique needs, objectives, and risk tolerances.
Because of this, TCM creates wealth management portfolios that are specific to each client’s personal goals, with flexibility to adjust to ever-changing market conditions and altered needs.
Although portfolio strategies may differ between clients, the firm’s proprietary long-term investment philosophy, Intelligent Investing for the 21st Century, remains constant and a key ingredient to client success.
Broadening your life's possibilities - Our Clients Include:
Tesoro Capital Management, LLC is an independent investment advisory firm that has extensive experience with the financial issues serious investors face.
Tesoro Capital Management works directly with individual investors and through intermediaries (other financial advisors and stockbrokers) by way of our Institutional offering.
When working with institutional investors we apply our investment philosophy to help meet the needs of the end user or client.
Horan offers a proprietary long-term investment philosophy, which we call Intelligent Investing for the 21st Century.
When executed properly, financial planning helps clients have the money they need, when they need it, in order to meet their life goals.
When working with individuals, we use our vast financial planning expertise to develop customized solutions that focus on capital preservation and meeting each individual’s unique needs.
Our years of experience helping thousands of people transition into retirement have enabled us to implement successful financial planning strategies to improve their lives.
We view financial planning as a fluid process, that when integrated with wealth management creates the best opportunities for individuals to gain and maintain financial independence indefinitely.
Financial planning at its best seeks to make the most use of time and client resources. We are all faced with the same opportunity set each day.
Making informed decisions to maximize each client’s time and finances, better positions them to achieve their goals both now and in the future.
Our background in personal financial planning adds quality and purpose to the investment process that is the driving engine to improve each client’s investment results.
Ultimately, the more money clients have, the better positioned they are to live and meet their own life goals.
Whether you are an individual investor or the Financial Investor for your clients, we invite you to learn more about our investment approach and philosophy.
We also invite you to explore this website to lean how our approach provides serious investors with a process to achieve their goals and dreams of a successful retirement.
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