We have Expands Advisor Support, Adding Specialists in Paraplanning and New Business Support Areas

We Have Expanded our Advisor Support, Adding Specialists in Paraplanning and New Business Support Areas

Today, during challenging financial market conditions, the expanded Horter Paralanning and support team helps advisors with back office functions. With the added support, Horter Advisors have time to focus on their strength - finding tactical investment solutions for clients.

Horter Investment Management, LLC (HIM), a registered investment advisory firm with 40 investment advisor representatives and relationships with over 30 independent advisory firms representing over 50 additional investment advisor representatives, today announced the company has added Paraplanning and Advisor Support staff to increase back office support for HIM Advisors.

“The stock market is down and interest rates keep rising,” said Drew Horter, Founder & CEO of Horter Investment Management. “We want our HIM Advisors to be able to spend their time focused on helping new and existing clients implement strategies designed to help protect their assets. The additional Investment Advisor support will allow them to do just that.”

Planning & Allocation Specialists work with Horter Advisors in a strategic capacity including case preparation, client onboarding, and general support (RMD’s, withdrawals, banking charges) in helping build relationships.

With a Planning & Allocation Specialist on their team, HIM Advisors receive compliance and operational support that helps give them peace of mind.

“In addition to helping in the client service area, increased support also allows our Advisors to reduce their operating costs,” continued Horter. “And better effectiveness and efficiency means our Advisors have more time for family-life balance.”

Horter Investment Management is committed to offering the strongest Advisor support within the industry. To that end, the company says they expect to continue expanding support in the future for both existing and new Horter Advisors. For more information about Horter Investment Management visit www.horterinvestment.com

About Horter Investment Management, LLC

Horter Investment Management, LLC, is a Cincinnati-based Registered Investment Advisor Firm, with over 40 investment advisor representatives and relationships with over 30 independent advisory firms representing over 50 additional investment advisor representatives. Drew K. Horter, CEO and Founder has over 40 years’ experience in money management and providing investment advice. Mr. Horter has coached and mentored 100’s of advisors over the past 15 years. Horter Investment Management is a fiduciary, specializing in a modernized, tactical investing approach across a range of risk profiles.

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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.