You are our highest priority, not profit. Your desires and your finances are very personal to you, so we take a personal approach to managing your money. Located in northeastern Cincinnati, we're easy to find and proud of our midwestern roots. I never want to sit across from another client who just heard that they've lost half their savings in a stock market crash.
I started Horter Investment Management after the '87 crash because I decided it was time to change. We could and should do better. With our sophisticated strategies designed to reduce the impact of market swings, we monitor and adjust in real time to help protect your assets. Our trained investment advisor representatives incorporate a tactical strategy for investing that smooths out market swings.
I started Horter Investment Management after the '87 crash because I decided it was time to change. We could and should do better. With our sophisticated strategies designed to reduce the impact of market swings, we monitor and adjust in real time to help protect your assets. Our trained investment advisor representatives incorporate a tactical strategy for investing that smooths out market swings.
Services
Our Difference
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Before we can help you with your finances, we need to get to know you. What are your priorities? What do you want your future to look like? What's motivating you? Your desires and your finances are very personal to you, so we take a personal approach to managing your money. Our founder, Drew Horter, has worked in finance since the 1980s, founding Horter in 1991.
Investing
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At Horter, we stand by our client-centric, goals-based, risk-managed approach to investment management. We've spent decades developing and refining a comprehensive suite of portfolio solutions. This provides you with a full range of options as we custom-design your portfolio around your goals, manage the risks, and navigate through all stages of life and market fluctuations.
Individuals
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That's why our goal is to help you reach yours. At Horter, our advisors focus on creating value, security, and peace of mind for everyone we work with. Before we discuss tactics like mutual funds and 401ks, we need to know what you want for your life. You have a specific vision for your future, so we take the time to clearly define that.
Advisors
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Modern times demand modern solutions. At Horter, you will learn strategies for running a successful business and a modernized approach to portfolio design and diversification. These skills are critical to succeeding over the long-term. We're large enough to serve clients across the USA and small enough to customize the support we provide to individual advisors like you.
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