Why Choose Horter? - Horter Investment

At Horter, we believe in providing our clients with a system designed to be low risk and low volatility1 portfolio management while having the goal of getting attractive rates of return over time. We also offer portfolios with more risk based on the risk profile of the investor.

Clients have different investment goals. Our advisors help clients determine their risk. Horter's tactical management style is designed to help protect against large drawdowns, while striving to preserve the long-term growth of your investment portfolio.

The goal of your Horter advisor is to help you minimize downside risk and reasonably plan for 15-25 years of retirement. Various strategies are used to help avoid large-scale losses. Non-correlation and diversified asset classes have a goal to manage wealth for performance and protection. Hedged equity opportunities allow clients to go risk off to cash or potentially make money if stocks go up or down. Being able to make money in bonds as interest rates climb is also very important in a rising interest rate market. Tactical strategies adjust to market conditions, with the goal to protect and grow portfolios even in a volatile market.

¹Low Risk, Low Volatility Disclosure: Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

There is no guarantee that managers will be able to avoid future market losses by going risk off to cash. In addition, holding cash may carry the risk that a manager will not be invested during periods of positive market performance.

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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.