support@him-ria.com
513-984-9933

Latest News

Get The Latest Financial News

RIABiz Article

Picture4

In March 2009, Horter Investment Management LLC advised fewer than $100 million of assets under the care of 40 IARs. Today those assets stand at a fast-rising $800 million serviced by 240 Horter investment advisor representatives.

The leap in assets can be traced to a decision made by the RIA’s principal, Drew Horter, to improve the firm’s use of a multitude of rotating outside managers. Horter’s plan was to take his model-portfolio approach up a notch by including multiple managers and trading them with relatively high frequency. He looked for a new RIA custodian to help make that happen for his Cincinnati-based firm. At the time his custodian was Pershing Advisor Solutions.

To review the entire article click below.

To read “After a brief mini-Schwab era, Trust Company of America gets back to non-conformity and success,” click here.

Drew-460-650-white-bottom

Creating a successful business centers on making a series of good decisions and hard work. Drew is spotlighted for his successful business practices and smart investment approach, the catalysts for the tremendous growth at Horter Investment Management.