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 200 advisors nationwide and $1 billion of assets under management.
Through our Retirement Designed Money Management System, we look after our clients by providing them with portfolios to help protect what they’ve worked so hard to build. We help retirees who strive to secure a better retirement through our fee-based asset management, always ensuring their individual needs remain our top concern. We have access to a platform of Private Wealth Managers.
The idea of low risk and low volatility investing, with solid returns over time (5, 10, 15 years plus) was an attractive alternative to the “buy and hold” mentality and “just take your lumps” investing that was prevalent. “Past performance is no guarantee of future results. Investing is risky. Investors can and do lose money.”
Retirement Designed Money Management System, we look after our clients by providing them with portfolios to help protect what they’ve worked so hard to build.
Integrating investments with tactical low to moderate risk portfolios.
Marketing & Sales
Jack’s 29 years in the Financial Services Industry qualifies him in brokerage statement analysis, tax return opportunities and implementing the Horter Investment Management, LLC low risk, and low volatility investment management platform.
Lee has over 35 years in Sales Training
Lee has held management positions with major Life and Financial Services companies. This includes completing his CLU and Series 6, 63, 65 and 26.
Systems Management and Accounting
Ms. Helmes-Sneed has worked in the field of Systems Management and Accounting for over 30 years and the field of Compliance for 6 years. General responsibilities have included various aspects of business management.
Mr. Hetzer is a key supervisor with our management team and has been with Horter Investment Management, LLC since March 2008.