Our Difference

The team

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.

Drew Horter