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Horter Investment Management, LLC - Trusted Advisors

Horter Investment Management, LLC - Trusted Advisors

11726 Seven Gables Road, Cincinnati (OH), 45249, United States

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(513) 984-9933

Categories
Now CLOSED
Work hours
MO 08:30 – 17:00 SA closed
TU 08:30 – 17:00 SU closed
WE 08:30 – 17:00
TH 08:30 – 17:00
FR 08:30 – 17:00
About Horter Investment Management, LLC, located in Cincinnati, Ohio is a Registered Investment Advisor since 1991.
Horter Investment Management, LLC - Trusted Advisors cover
Mission Horter Investment Management’s approach is to seek to achieve superior risk-adjusted returns over a full market cycle (4-5 years) compared to the traditional 60% equities/40% bonds asset allocation. We do this by implementing investment opportunities with several tactical managers within our two risk buckets. For those investors who are unwilling to stomach anything more than nominal downside risk, our goal is to provide a satisfying return over a full market cycle compared to the appropriate index.
Description Founded in 1991, Horter Investment Management, LLC focuses on low risk, low volatility tactical asset managers for approximately 88 active advisors across the United States. They work primarily with Series 65 Advisors, CFP’s, CHFC’s, and Insurance Agents who want to compliment their safe and secure fixed index annuity business with excellent low risk, low volatility, high return private wealth money managers.

Horter Investment Management’s unique ability to engage high quality independent money managers is complimented by the safety and security of the fixed index annuity. This is important for the long term income planning retired client’s desire. Their fee-based asset management platform consists of low to moderate risk investments to complement fixed index annuities and help retirees secure a better retirement. In addition to the excellent low to moderate risk portfolios, Horter Investment Management provides equity portfolios that have lower than normal risk with the possibility of higher than normal rates of return. Any Private Wealth Manager that Horter Investment Management works with has to meet the following performance requirement: averaged at least 7% per year for the past 10 years; had to have made money or was flat in 2000, 2001, 2007 and 2008.
Awards Drew has trained over 100 Horter Investment Management, LLC Investment Advisor Representatives across the United States; adding 30-40 new advisors in 2012; poised for rapid national expansion.

As a veteran of the industry, Mr. Horter, has extensive securities knowledge, having held over the past 30 years FINRA securities licenses that include the Series 6, 7, 22 and 63 while maintaining a Fiduciary standard as a Registered Investment Advisor for 20 years.
Founded Founded in 1991
Products Registered Investment Advisor
Investment Management Training and Marketing for Advisors – 14 hours over 2 days; 10 times per year
Advanced Investment Management Training and Marketing for Top Advisors – 12 hours over 2 days; twice per year
Coaching Advisors
Mentoring Advisors
Easy to understand third party portfolio analysis
Retirement Planner
Certified Financial Planner ™
Wealth Management Firm
Financial Coaching
Financial Advisor
Retirement income planning specialist
Financial planning firm
Fixed Index Annuities
  • 11726 Seven Gables Road, Cincinnati (OH), 45249, United States
  • Get Directions

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