About Us

Akbar Tiwana

Portfolio Trading Manager

Areas of Specialty:

  • Trading
  • Improving Operational Efficiency
  • Portfolio Allocation
Akbar Tiwana

“It really falls back on our fundamentals. Serving clients means ensuring their financial lives are managed with complete reliability. We honor commitments to best execution and portfolio precision, and we strictly do the right thing. This discipline in trading is the foundation that gives our clients the peace of mind they deserve.”

Akbar Tiwana brings precision, discipline, and a genuine commitment to the clients he serves in his role as Portfolio Trading Manager at HORAN Wealth. Akbar oversees all trading activity for the firm's RIA clients, ensuring accounts are invested accurately and funds are allocated in accordance with established models. His background spanning futures trading and brokerage operations gives him a broad market perspective that strengthens every trading decision he makes on behalf of clients. He works closely with advisors to ensure new accounts are invested correctly from day one, monitors cash needs, and continuously finds more efficient ways to manage client accounts. A USTA Midwest Investment Committee Member and holder of Series 7, 63, and 65 licenses, Akbar brings both the technical expertise and the values-driven discipline that HORAN Wealth clients depend on every day.

EDUCATION:

  • Wittenberg University — Bachelor of Arts in Finance and Economics
  • FINRA Series 7, 63, & 65
  • Securities Industry Essentials, SIE
  • CFA Level 1