Advisors - Horter Investment

You know what you want for your business. We know how to get you there.

Modern times demand modern solutions. At Horter, you will learn strategies for running a successful business and a modernized approach to portfolio design and diversification. These skills are critical to succeeding over the long-term.

A Nationwide boutique approach

We’re large enough to serve clients across the USA and small enough to customize the support we provide to individual advisors like you. Our services are flexible, innovative, and forward thinking – strategically designed to provide the leadership, resources, training, and community you need to build the business you want.

Devotion to service

A dedicated support person allows you to spend your time meeting with new prospects. Yet, retaining clients requires that you and your team serve them at the highest level. What if you had a team who could prep new cases, serve your clients and complete your administrative tasks? Our back-office support team takes care of all the minutia involved in running a business so you can focus on what’s most important – your clients and new prospects.

Beg to differ. Be different.

We know what it’s like to juggle the demands of being a truly excellent independent financial advisor. You have lots of questions and very few answers. We’ve created training to address challenges you face, like:

How do I support my clients so they can reach their dreams, goals, and desires?
How do I offer my services with a deep sense of caring and authenticity?
How do I run my business more effectively and efficiently?
How do I meet with more qualified prospects?

Offer technology and modern portfolio design 2.0.

You can take advantage of the most contemporary technologies and insights when you join our family. This gives you the latest and most complete understanding of the market conditions. You also gain a diversified team of money managers who we constantly monitor, manage, and review for performance on a daily basis.

Let’s talk

The best way 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.

We describe the Horter investment management platform by using the terms “Low Risk” and “Low Volatility” to emphasize the strategies employed by our money managers. However, notwithstanding the risk management strategies employed by these money managers, certain investment portfolios employed by our money managers present a greater degree of investment risk than others depending upon the performance of the underlying securities. We typically refer to these strategies as “Moderate Risk” and “Moderate Volatility”. Such performance can be impacted by a number of risk factors, including but not limited to (i) the level of price volatility (equity securities generally have greater price volatility than debt securities, (ii) changes in interest rates, and (iii) the ability of the manager to purchase or sell a security in a timely manner at desired prices.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. 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, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.