Welcome to Horter Investment Management, a dedicated partner to your financial future.
Horter Investment Management is an experienced firm that is dedicated to helping clients develop investment strategies that fit within their broader financial picture. With nearly four decades of experience, we continue to emphasize the importance of understanding our clients’ financial needs, concerns, and objectives to help create a long-term plan that supports their desired future.
Our Philosophy
At Horter, our philosophy is based on the belief that every client deserves a tailored investment strategy that aligns with their financial goals and risk tolerance objectives. We recognize that each individual’s financial situation is different, and we seek to provide an integrated approach to creating personalized solutions for our clients. Our team of advisors work closely with you to understand your current financial status and future aspirations, to help develop a comprehensive investment plan that addresses your needs.
Our Leadership
Our history, rooted in Drew Horter’s leadership, has enabled Horter to remain steadfast in their core belief of pursuing both excellence and a deep understanding of the complex landscape of wealth management. Since its inception, Horter Investment Management has been dedicated to offering investment strategies that strive to support clients throughout the different stages of their financial journey.
Find Your Path
We invite you to visit Horter Investment Management to explore how our wealth solutions can aid in achieving your financial goals. Discover the possibilities of working with a dedicated partner that endeavors to understand and champion your desired financial future.
Investment advisory services are offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Registration as an investment adviser does not imply any certain level of skill or training. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Horter Financial Strategies. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab and Nationwide Advisory Solutions.
Inquire Today
The best way to learn more about us and to see if we’re a good fit is to have a conversation. Call, email, or fill out the form below to speak with one of our team members. We’ll get in touch as soon as possible!