Wall Street Journal – “Adviser Diversifies a Risky Bond Portfolio”
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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!
Horter Investment Management has Sub-Advisor Agreements with Ocean Park Asset Management, Redwood Investment Management, LLC, Alpha Investment Management, FSquared Investments and W. E. Donoghue & Co..
Horter Investment Management and Ocean Park Asset Management, Redwood Investment Management, LLC, Alpha Investment Management, F-Squared Investments and W. E. Donoghue & Co. are not affiliated.
Jefferson National Life Insurance and Security Benefit Life are No Load Fee based RIA Variable Annuities whereby some of the Investment Managers associated with Horter Investment Management are accessible to Horter Investment Management advisors based on the risk tolerance and tax preference of the client.
Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions, Trust Company of America, Jefferson National Monument Advisor and Security Benefit Life. Past performance is no guarantee of future results and investors could lose money with the Ocean Park High Yield Corporate Bond Program, the Alpha Bonds Strategy, the Alpha Mid Cap Power Index Managed Account, the W. E. Donoghue Power Income Portfolio, F-Squared Alpha Sector Premium, Redwood Managed Risk Portfolio, Redwood Managed Risk Plus, LP, and Jefferson National Life No Load Fee based RIA Variable Annuity and Security Benefit No Load Fee based RIA Variable Annuity.
Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance and annuity products are sold separately through Horter Financial Strategies. 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 , FC Stone and Wells Fargo.