David Templeton, Portfolio Manager & Principal, is a senior strategist and advisor at HORAN Capital Advisors. David has extensive experience in portfolio construction, security selection,development of investment policies and portfolio allocation strategies for individual and institutional ... more
David Templeton, Portfolio Manager & Principal, is a senior strategist and advisor at HORAN Capital Advisors. David has extensive experience in portfolio construction, security selection,development of investment policies and portfolio allocation strategies for individual and institutional clients.
In understanding a client’s goals and objectives, David believes the foundation of a client’s portfolio should consist of high quality investments that have a history of generating higher risk adjusted returns over time. He also has extensive experience in overall financial planning and wealth transfer strategies.
Prior to joining HORAN Capital Advisors, David spent seven years as Vice President and Senior Portfolio Manager for high net worth clients with Fifth Third Bank. He also served as Vice President and Portfolio Manager for PNC Bank’s charitable and endowment group and retirement and investment services group. Prior to David’s portfolio management responsibilities, he was a commercial loan officer for middle market and large corporate relationships. David began his banking career in 1984 working in commercial and retail banking.
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| AFL | AFLAC Incorporated |
| AOD | Alpine Total Dynamic Dividend Fund |
| BAC | Bank of America Corporation |
| BBT | BB&T Corporation |
| DCI | Donaldson Co Inc. |
| DIA | SPDR Dow Jones Industrial Average |
| DOV | Dover Corp |
| EMR | Emerson Electric Co. |
| FNMA | Fannie Mae |
| FXI | iShares China Large-Cap |
| GLD | SPDR Gold Trust ETF |
| GLD | SPDR Gold Trust ETF |
| HIHO | Highway Holdings Limited |
| HIHO | Highway Holdings Limited |
| HRL | Hormel Foods Corporation |
| HRL | Hormel Foods Corporation |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF |
| IYR | iShares Dow Jones U.S. Real Estate Index Fund |
| IYR | iShares Dow Jones U.S. Real Estate Index Fund |
| LLTC | Linear Technology Corporation |
| LLTC | Linear Technology Corporation |
| MCD | McDonald's Corporation |
| MCD | McDonald's Corporation |
| MDT | Medtronic Inc. |
| MDT | Medtronic Inc. |
| MSFT | Microsoft Corporation |
| MSFT | Microsoft Corporation |
| NUE | Nucor Corporation |
| NUE | Nucor Corporation |
| ORCL | Oracle Corporation |
| ORCL | Oracle Corporation |
| PAYX | Paychex Inc. |
| PAYX | Paychex Inc. |
| PEP | PepsiCo Inc. |
| PEP | PepsiCo Inc. |
| PG | Procter & Gamble Co. |
| PG | Procter & Gamble Co. |
| RPM | RPM International Inc. |
| RPM | RPM International Inc. |
| SNV | Synovus Financial Corp. |
| SNV | Synovus Financial Corp. |
| SPY | SPDR S&P 500 |
| SPY | SPDR S&P 500 |
| SVU | SUPERVALU INC. |
| SVU | SUPERVALU INC. |
| SWK | Stanley Black & Decker Inc. |
| SWK | Stanley Black & Decker Inc. |
| SYK | Stryker Corporation |
| SYK | Stryker Corporation |
| SYY | SYSCO Corporation |
| SYY | SYSCO Corporation |
| TGT | Target Corporation |
| TGT | Target Corporation |
| TJX | TJX Companies Inc. |
| TJX | TJX Companies Inc. |
| TROW | T. Rowe Price Group Inc. |
| TROW | T. Rowe Price Group Inc. |
| UTX | United Technologies Corporation |
| UTX | United Technologies Corporation |
| VVC | Vectren Corp |
| VVC | Vectren Corp |
| WBA | Walgreens Boots Alliance, Inc. |
| WBA | Walgreens Boots Alliance, Inc. |
| WFC | Wells Fargo & Co. |
| WFC | Wells Fargo & Co. |
| Principal and Portfolio Manager | |
| HORAN Capital Advisors | |
| May 2010 - Present (7 years 4 months) | |
|
Work with clients in portfolio construction, security selection, development of investment policies and portfolio allocation strategies. |
| Vice President | |
| Fifth Third Bank | |
| December 2002 - May 2010 (7 years 7 months) | |
|
Also Portfolio Manager |
| Vice President | |
| PNC Advisors | |
| October 1991 - December 2002 (11 years 4 months) | |
|
Also Portfolio Manager |
| Xavier University - Williams College of Business | |
| MBA | |
| 1989 / 1991 | |
| Accounting |
| Indiana University - Kelley School of Business | |
| BS | |
| 1981 / 1984 | |
| Finance |
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Dogs Of The Dow Continue To Exhibit Strength
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