Investing
At Horter, we stand by our client-centric, goals-based, risk-managed approach to investment management. We’ve spent decades developing a multitude of portfolio solutions. This helps us provide you with a range of options as we custom design your portfolio. We strive to prioritize your goals, managing the risks, and navigating through all stages of life and market fluctuations.
At Horter, goal-based investing is a key tenant of our investment philosophy. We believe in taking a disciplined approach to portfolio construction, focusing on each client's goals, objectives, risk tolerance, and time horizon.
Ask yourself, if given a choice, do you really want to remain fully invested the next time the bears start to growl on Wall Street? Does it make sense to simply close your eyes and be forced to accept the full “rage” of the next nasty bear market cycle?
Our answer is a resounding NO. We believe that considering risk during periods of significant market declines is an important component of what we call "modernized portfolio diversification." Our goal is to help clients navigate challenging market environments through thoughtful portfolio construction and risk evaluation.
Free Portfolio Risk Analysis
At Horter, we value ongoing portfolio analysis to support the design and diversification aspects of our investment models. When appropriate, we incorporate various investment approaches, strategies, and managers as part of our portfolio construction process.
Horter's investment committee brings together a diverse range of portfolio management experience and perspectives. Collectively, the team has more than 75 years of combined portfolio design and investment management involvement, supporting the ongoing oversight and evaluation of our investment strategies.
We understand everyone is different! We listen, engage, and work to create an investment plan that helps you meet your personal financial goals and objectives.
A diverse team of money managers oversee our investment models and regularly reviews portfolio positioning and performance. Clients have access to information about their accounts, and our operations team is available to assist with account-related questions and support.
We work with third party custodians: Charles Schwab, AXOS, and Nationwide. Your funds/assets are not in direct custody of Horter Investment.
We work with individuals seeking to grow and manage their assets through a comprehensive investment strategy tailored to their financial goals and circumstances. We do not require a minimum account size, and we welcome the opportunity to discuss your financial needs and objectives.
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.