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From Wall Street to Main Street.

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Criterium offers full service brokerage accounts and money management services for individuals, and a complete array of tax qualified plans for businesses.

We take a personalized approach, with an emphasis on individual goals and employ strategies that contemplate growth, risk management, and market volatility. We use our analytic skills to enhance client portfolios and to help guide clients through the turbulent market, with an eye on inflation, higher interest rates and fixed income.

Charlie’s decades of investment management experience and tax knowledge blend with Mary’s Wall Street-honed analytical skills and tech fluency, allowing Criterium to offer clients a well-rounded perspective on investment management.

Advisors

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Charlie Horan

Charlie has been serving the Quad Cities through the CPA firm Horan & Barker since 1982. Prior to starting that firm, Charlie worked for several years as a Pension Specialist for the Arthur Andersen Small Business Tax Group in downtown Chicago. A graduate of Notre Dame, with a degree in business, Charlie served in the Air Force for three years, including a year overseas in Korea. He has two graduate degrees — an MBA from the University of Iowa, and a Masters Degree in Taxation from DePaul.

Charlie has been providing retirement planning and 401(k) program services for over 40 years, with focused commitment to the needs of clients with respect to personal and corporate retirement planning.

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Mary Horan McBride

Mary began her career as an investment banker at Piper Jaffray in Chicago and Boston, where she focused on complex financial valuation in support of mergers and acquisitions. She later joined Winterberry Group in New York City as a management consultant, where responsibilities included company and industry analyses, business growth strategy and planning and financing of these projects.

After stepping away from the corporate world to focus on growing her family, Mary joins Criterium Financial Advisors to draw on her financial skillset and passion for the markets to help Criterium’s clients pursue their financial goals. She is a strong believer in women’s financial literacy and is committed to ensuring all clients understand their full financial picture in order to make informed investment decisions.

Mary graduated with honors from the University of Iowa with dual degrees in finance and economics. She holds the Series 65 license as an investment advisor representative.

Strategic Partners

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Redhawk Wealth Advisors, Inc

Redhawk is a Registered Investment Advisor firm in Minneapolis. Charlie and Mary are both Investment Advisor Representatives for Redhawk. Redhawk provides a variety of compliance services and access to innovative technologies in support of our client services.

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Charles Schwab & Co, Inc.

Schwab is the Custodian for our individual investment accounts. This relationship includes access to all of Schwab’s research services and allows us to efficiently manage day-to-day activities in client accounts.

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American Funds, Empower, Ascensus, EPIC and Definiti LLC

These are the primary 401(k) plan administration providers that we utilize in support of the qualified plans that we manage. While entirely unrelated to Criterium, these companies share the same commitment to excellence in client outcomes.

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Horan & Barker, PC

This is the firm originally founded by Charlie. It continues to provide businesses and individuals with various tax and accounting services.