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Build a Financial Portfolio

As a Horter Investment Advisor Representative, I will teach you how your portfolio should work and why it does work the way it does. I will share with you our simple method of tactical management to limit downside risk.

Frequently Asked Questions

Never heard of Horter Investments? Don't know what tactical money management is? No worries. Take a look at the FAQ page direct from the Horter website link.

Horter Investment Management

Horter Investment Management, LLC was founded in 1991. Drew Horter has been in the financial services industry for 31 years and a Certified Financial Planner since 1986. Horter is headquartered in Cincinnati Ohio and has over $1 Billion dollars of assets under management.

Investing for Retirement

My goal is simple: Help you Create a Plan, to Protect your Assets, as you Grow your Wealth. Create. Protect. Grow.

Our Investment Philosophy

At Horter, we believe in providing our clients with low risk and low volatility portfolio management. Through our Retirement Designed Money Management System, we look after our clients by providing them with portfolios to help protect what they’ve worked so hard to build. We help retirees who strive to secure a better retirement through our fee-based asset management, always ensuring their individual needs remain our top concern. We have access to a platform of Private Wealth Managers.

Horter's Mission Statement

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.

Risk Tolerance

Understanding YOUR Risk Tolerance is a critical step on your way to a true “Peace of Mind” retirement plan.

Low Risk/Low Volatility Disclosure: Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risk, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.