Our Team - Horter Investment

We’re a family at Horter, and you're welcome to join!

When we say it’s about people, not portfolios, that applies to our team too. We emphasize a close-knit culture, where we love what we do and who we do it with. We're honored to be recognized as one of 2018 Cincinnati's best places to work, as published by Ohio Business and we're even more proud to be the kind of company people want to work for!

Drew Horter

CEO / Founder

Keith Schmidt

President

Kevin Hetzer

Director of Operations

Rob Hopkins

Chief Compliance Officer

Griffin Horter

Corporate Strategist

Hayden Horter

Investment Advisor Representative

Todd Brubaker

National Director of Medicare Solutions & Investment Advisor Representative

Michael Van Zile

Senior Relationship Manager

Jessica Adams

New Business Support

Cindy Alexander

New Business Support

Emma Murrell

New Business Support

Janet Taylor

Compliance & Trading Supervisor

Evelyn Davis

Marketing Associate

Sean McLaughlin

Investment Advisor Representative

Ava Lawler

Compliance Analyst

Celina Fuhrman

Marketing Associate

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, Charles Schwab & Co. and Nationwide Advisory Solutions.