Low risk low volatility money management system. Whether you are a pre-retiree, retiree or conservative investor, we want you to have a better financial future. We want you to have financial success for the next 25 years and not go backwards over time, by building a more secure portfolio. Horter Investment Management is a Cincinnati based company with over 230 advisors nationwide and 730 million of assets under management.
Would you like to earn 5-7% per year without going backwards?
Tools to help you better understand your portfolio, stocks and terminology related to the financial industry.
Peace of Mind
We provide security to your financial future.
As retirement and investment specialists, we focus on creating value, security, and peace of mind for our clients and their families.
Xavier Retirement Planning Class
Make sure you don’t outlive your money is one of the most important issues in post-retirement planning! You’ll learn how to determine how many years your retirement savings may last. Use new tax laws to your advantage. Make sure your heirs don’t “blow” their inheritance. And so much more!
Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through Horter Financial Strategies, LLC. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions, Trust Company of America, Jefferson National Monument Advisor, Fidelity, Security Benefit Life, ED&F Man Capital Markets and Wells Fargo Bank, N.A.