More than 1.3 Billion Reasons to Celebrate



Photo by Jon Keeling

 

Since creating his own company with one assistant in 1991, Drew Horter has led Horter Investment Management into a successful firm with more than 350 financial advisors.

“We made the decision to expand our headquarters in Cincinnati a year ago to accommodate our growth,” Horter says. “Today we have grown to managing $1.3 billion in assets and the decision to expand has helped us serve our national client base well.”

Horter is now registered in all 50 states as they celebrate their one-year anniversary of their headquarters in Symmes Township.

In this past year, Horter has added 110 advisors and the firm was named to RIA Channels’ 2016 Top Registered Investment Advisers by 10 Years of Growth list for 2006-2016.

They have also earned recognition at home as one of the Top 25 Largest Greater Cincinnati Money Management firms by Cincinnati Business Courier.

Horter has established educational programs to teach high school and college students about personal finances and investment management. Through these 13 hours of free classes, Horter’s professional team inspires students to think about their future by introducing them to budgeting, balancing a checkbook, credit cards, debt management, basic investing methods and terminology as well as 20 or more job opportunities in the financial services industry.

Horter also has free classes for anyone interested in planning for retirement. This course explains how to prepare for financial risks faced by many Americans as they retire, which can include unexpected medical and assisted living costs, not outliving their income, a volatile stock market and the ability to support the lifestyle they spent their career working for.

Horter also offers a class for parents who are planning and saving for their child’s education. Topics covered include uncovering the hidden costs in addition to tuition, navigating FASFA forms, maximizing grants and scholarships and the tax implications of a college education.

There is a secret to the success of Horter Investment Management.

“Our strongest asset is our people,” says Horter. “Our team is dedicated, focused and knowledgeable. Growth seems to naturally follow.

“Everyone at Horter is dedicated to offering each client the very best solutions for their individual needs. We are a fiduciary and the growth we have experienced is the direct result of servicing valued client needs and maintaining these important client relationships.”

Horter Investment Management is located at 11726 Seven Gables, Cincinnati, OH 45249. For more information, call 513.984.9933 or visit horterinvestment.com.

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered. Insurance and annuity products are sold separately through Horter Financial Strategies, LLC. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Company.