Horter Investment Management

Horter Investment Management is a registered investment advisor founded by Drew Horter in 1991 with a mission to change the way people approach investing. After experiencing the stock market crash in 1987, Drew realized the need for sophisticated strategies designed to reduce the impact of market swings and protect investors' assets. Our firm is based in northeastern Cincinnati, where we take pride in our midwestern roots and values of hard work, integrity, and prioritizing family.

We believe that investing is about people, not portfolios. Our clients are our highest priority, and we take a personal approach to managing their money. We understand that financial decisions are deeply personal, and every client has unique desires and financial situations. We provide tailored investment strategies and custom-designed portfolios based on your personal goals, values, and risk tolerance.

Our team is the difference. Our investment advisor representatives are trained in tactical investing, and we incorporate a tactical strategy for investing that smooths out market swings. We work with a network of talented money managers who specialize in stocks, bonds, and mutual funds to create diversified portfolios. We strive to minimize risk and maximize returns for our clients.

At Horter Investment Management, we offer a wide range of investment services to help you achieve your financial goals. Our services include:

Investment Management

• We provide custom-designed portfolios built around your goals, manage the risks, and navigate through all stages of life and market fluctuations.

Tactical Investing

• Our trained investment advisor representatives incorporate a tactical strategy for investing that smooths out market swings and minimizes risk.
• We believe "buy and hold" by itself is an outdated approach to owning stocks and bonds.
• We choose money managers who demonstrate talent at choosing mixes that grow steadily with minimal losses.

Retirement Planning

• Managing your self-directed brokerage account and setting yourself up for the future with the help of a Horter advisor.
• We help you create a growth plan for your retirement.
• We answer your questions and help you make informed decisions about your finances.

Risk Management

• We provide a full range of options to custom-design your portfolio around your risk tolerance, manage the risks, and help you navigate through all stages of life and market fluctuations.

We are proud to be one of the few home-grown registered investment advisory firms from Cincinnati, OH. We prioritize building strong relationships with our clients and providing them with personalized service. We work with individuals, families, and businesses to help them achieve their financial goals and secure their futures.

Our team is the heart of our firm. We have a team of experienced investment advisor representatives who strive to provide the best possible service to our clients. We are proud to say that our team members stay with us for the long term, and we are one of Cincinnati's best places to work.

If you are looking for a financial partner who puts your interests first, look no further than Horter Investment Management. Contact us today to learn more about our services and how we can help you achieve your financial goals.