OUR MISSION STATEMENT
“Horter Investment Management’s approach is to seek to achieve superior risk-adjusted returns over a full market cycle (4-5 years) compared to the traditional 60% equities/40% bonds asset allocation. We do this by implementing investment opportunities with several tactical managers within our two risk buckets. For those investors who are unwilling to stomach anything more than nominal downside risk, our goal is to provide a satisfying return over a full market cycle compared to the appropriate index.”
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.
THE HORTER DIFFERENCE
We have been advising clients for over three decades. As a dedicated fiduciary, Horter Investment Management, LLC realizes that each client’s needs are unique. Horter fiduciary advisors customize solutions to help investors build long-term risk managed portfolios to meet their longevity and portfolio needs. The Horter approach strives to preserve and grow wealth across all market cycles while minimizing losses. Special consideration is always given to each client’s specific risk tolerance and investment goals.
Each stage of your financial planning deserves attention. Some of these services include: