Escaping Advisor Island - Horter Investment

"I feel like I am alone in all of my decisions for my practice. No one can help!"

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.

CLICK HERE TO READ MORE

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, Schwab and Nationwide Advisory Solutions.