Do You Know Your Risk Number?
Why Choose Horter?
At Horter, we believe in providing our clients with a system designed to be low risk and low volatility1 portfolio management while getting solid rates of return over time.
Clients have different investment goals. Our advisors help clients determine their risk. Horter tactical management style is designed to help protect against large drawdowns, while striving to preserve the long-term growth of your client’s investment portfolio.
The goal of your Horter advisor is to help you minimize downside risk and reasonably plan for 15-25 years of retirement. Various strategies are used to help avoid large-scale losses. Non-correlation and diversified asset classes have a goal to manage wealth for performance and protection. Hedged equity opportunities allow clients to go risk off to cash or potentially make money if stocks go up or down. Being able to make money in bonds as interest rates climb is also very important in a rising interest rate market. Tactical strategies adjust to market conditions, with the goal to protect and grow portfolios even in a volatile market.
Use the form below to contact us or request an appointment