Kevin Hezter - Horter Investment

Kevin Hetzer

Director of Operations

Kevin began working with Horter Investment Management in 2008 and has developed comprehensive operational knowledge of Horter, including IAR support, trading, billing, payouts, CRM, and portfolio management software. Kevin plays a pivotal role on enterprise level partnerships with key vendors involved within each department of the organization.

As Director of Operations and Technology, Kevin is responsible for overseeing trading, billing, account reconciliation, and ACAT transfers.

Kevin leads the largest group of staff members in the company and is keenly aware of his people’s disposition and consistently focusing on improving processes and efficiencies. Kevin started his college career as a football team member at Wittenberg University and later transferred to the Indiana University where is graduated with a B.S. in Business Administration.

Email kevin@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.