Why Use a Multi-Manager Approach?

We utilize a multi-manager method to portfolio management. We believe such an approach improves diversification and can “smooth out the ride” through market cycles. Instead of a single investment manager’s approach to markets and belief system, we provide investors with multiple managers, multiple strategies, and multiple investing methodologies all working across multiple time frames.

To reference one of the Tactical Funds we use, there are five independent sub-advisors, each managing a “sleeve” of the fund. Together, the subadvisors currently utilize ten different investing strategies – all selected for their ability to complement each other within the fund. We believe this approach reduces the risk of a “singular failure,” which occurs when a manager/strategy underperforms or is out of favor.

For advisors and individual investors, implementing such an approach can be problematic as each manager must exist in their own account or fund. In addition, ongoing oversight over a multitude of managers/strategies requires significant time and expertise, something most advisors/investors simply don’t possess.

Another benefit of our approach is the firm’s Investment Committee that oversees each manager and strategy on a daily basis. We employ a multitude of oversight metrics to ensure that each manager remains consistent with their strategy objective. It is also the job of the Investment Committee to determine the fund’s allocation to each manager, which can shift over time.

In summary, we allow advisors and their clients to utilize a broadly diversified group of managers and strategies – all in a single fund.

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.