The words quoted above are among the most common we hear from prospective advisors as we discuss the pain points which have positioned them for a transition.
The fact is, you have the tools and the know-how, but without the proper support in place you run the risk of being perpetually stuck on what we call "Advisor Island."
At Horter Investment Management, we not only help you escape the lonely feeling of being left without help, but you also have a partner with a plan that is specific to your goals. We are the "turn-key" RIA that helps you outsource your compliance, your money management, your paperwork, your service work, your transfer work, and your planning work.
Below I have provided a document where we take a dive deeper into this problem and explore the ways we view what support actually means. That is to say, at Horter, we don't just check the box, we can help you provide meaningful partnerships to allow you to flourish now, and for years to come.
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.