History of Horter Investment Management

History of Horter Investment Management (HIM)

Horter Investment Management, LLC was founded in 1991. Drew Horter has been in the financial services industry for 31 years and a Certified Financial Planner since 1986. Horter Investment Management has been an RIA for over 21 years. We may not have seen it all, but we have seen a lot. Our clients value our credibility, knowledge and value system centered around our goal of providing low risk, low volatility money management. Our greatest asset is the team of people committed to providing our clients with standout service.

At Horter, we believe in a Retirement Designed Money Management System that provides our clients with a low risk and low volatility portfolio that is designed for their needs and objectives. Our fee-based asset management platform consists of low to moderate risk investments to help retirees secure a better retirement. We have access to a platform of Private Wealth Managers which may not be available to smaller independent advisors. Our advisors commit themselves to providing our clients with dedicated service to help them reach their retirement goals and leading both client and advisor to a long and successful future.

 

In 2006 we decided to expand Horter Investment Management across the country. This really began to flourish in 2007.

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.

With our system, Horter Investment Management has grown dramatically to over $1 Billion of assets under management and over 200 IARs in more than 40 states.

 

History of our building

In 2006 we started the process to build our new office. After receiving the final approval to build a 10,000 square foot National Headquarters in the Spring of 2007, we actually began the construction of our new national headquarters APRIL 30TH, 2007.

 

Construction Phase

While my three young boys who were only 4,7, and 9 at the time, they were able to participate in knocking down the existing residential homes with the construction company and local trustees.

DSC_7048 (Group - Outside)900Griffith Horter age 7, took his turn with the backhoe operator to knock down a portion of the roof of the old house. By late Fall 2007, we were making progress.

Hayden Horter age 9 sat in the cab of the backhoe operator as he prepared to knock down the chimney of the old house.

As the founder of Horter Investment Management I was excited to start the construction of our new office. With a goal to move in by January 1st, 2008 the construction was  going very well. The actual move in date was December 28th, 2007. Working with select stone and brick, the construction crew did a great job.

 

MY FAMILY TO YOURS – THANK YOU!