Horter Investment Management Inc.
Horter Investment Management, LLC (HIM) is a registered investment advisory firm based in Cincinnati, Ohio, specializing in holistic financial planning and wealth management. Founded in 2002 by Drew Horter, the firm caters to individuals, families, and businesses, providing a comprehensive suite of services designed to address their financial goals and objectives.
HIM distinguishes itself through its emphasis on tactical asset allocation and risk management. They actively manage client portfolios, adjusting allocations based on market conditions and economic forecasts. This approach aims to capture opportunities while mitigating potential downside risks, setting them apart from purely passive investment strategies. The firm utilizes a variety of investment vehicles, including stocks, bonds, mutual funds, ETFs, and alternative investments, crafting portfolios tailored to each client’s specific risk tolerance, time horizon, and financial circumstances.
Beyond investment management, Horter Investment Management offers a range of financial planning services. These include retirement planning, estate planning, insurance analysis, tax planning, and college funding strategies. Their holistic approach involves considering all aspects of a client’s financial life to develop a cohesive and personalized financial roadmap. They work closely with clients to understand their values, goals, and aspirations, crafting plans that align with their unique needs.
The firm’s success is built on a network of independent financial advisors who operate under the Horter Investment Management umbrella. This model allows advisors to leverage HIM’s resources, technology, and expertise while maintaining their independence and focusing on client relationships. The advisors are supported by a team of experienced professionals, including portfolio managers, financial planners, and compliance officers.
Horter Investment Management emphasizes education and transparency. They strive to empower clients with the knowledge and understanding necessary to make informed financial decisions. The firm provides regular communication, market updates, and educational resources to keep clients informed about their investments and the overall economic landscape.
Drew Horter, the founder and CEO, is a well-known figure in the financial services industry. He frequently speaks at industry events and contributes to various financial publications. His leadership and vision have been instrumental in shaping the firm’s growth and success. HIM is committed to maintaining a strong ethical foundation and adhering to the highest standards of fiduciary duty.
In summary, Horter Investment Management, LLC, provides active investment management, comprehensive financial planning, and a network of independent advisors, all underpinned by a commitment to client education and a focus on risk management. Their holistic approach and tactical investment strategies aim to help clients achieve their financial goals and secure their financial futures.
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