We specialize in a 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 realize financial success for whatever your time horizon is with a portfolio that has carefully managed risk and volatility. Horter Investment Management is a Cincinnati based company with over 230 advisors nationwide and $1 billion of assets under management.
Tools to help you better understand your portfolio, stocks and terminology related to the financial industry.
Our goal is to provide security to your financial future.
As retirement and investment specialists, we seek value 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.
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.