Drew Horter

CEO / Founder

After graduating from the University of Cincinnati in 1977 and working in corporate America for 5 years, Drew began his financial career in 1982 as an independent financial planner. He’s experienced many economic, political, and financial cycles and witnessed the fall-out for clients who lost significant portions of their savings in market crashes. After the 1987 crash, Drew decided it was time for a change. He would no longer participate in a business model that rewarded selling or that focused on generating profits for major financial corporations and stockholders over individual investors.

Drew founded Horter Investment Management in 1991. Using an approach referred to as "Tactical Investment Management", his company prioritizes each investor’s goals and customizes a strategy that fits their risk tolerance. They monitor and adjust portfolios in real time with the goal to make the most of market increases and mitigate losses during downturns.

Drew has been featured by a number of prominent publications across the country, including The Wall Street Journal, Chicago Tribune, Investment News and the Cincinnati Business Courier among others. He has also appeared on FOX News Business and local radio 700 WLW. He is a veteran of 40 years in the securities industry, licensed insurance professional, and has previously held FINRA Securities licenses that include the Series 6, 7, 22, 24 and 63. Drew has coached, mentored, and taught hundreds of advisors on how to run a fiduciary based investment business.

Drew is a big believer in giving back to his community through giving to Autism schools like Linden Grove, and the Children’s Home, and donating to Stepping Stones, a non-profit for children with disabilities. Drew supports Archbishop Moeller High School and is a trustee for the Midland Baseball organization non-profit.

Email drew@him-ria.com
Call (513) 984-9933

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.