Horter Investment Management Mission Statement
“Horter Investment Management’s approach is to seek to achieve superior risk-adjusted returns over a full market cycle (4-5 years) compared to the traditional 60% equities/40% bonds asset allocation. We do this by implementing investment opportunities with several tactical managers within our two risk buckets. For those investors who are unwilling to stomach anything more than nominal downside risk, our goal is to provide a satisfying return over a full market cycle compared to the appropriate index.”
History of Horter Investment Management
Horter Investment Management, LLC was founded in 1991. Drew Horter has been in the financial services industry for 31 years. Horter Investment Management has been an RIA for over 21 years. We pride ourselves in our credibility, knowledge and value system centered around a goal of providing a money management system designed to be low risk, low volatility1. Our greatest asset is the team of people committed to providing our clients with standout service.
At Horter, we believe in a Retirement Designed Money Management System that provides our clients with a low risk and low volatility1 portfolio that is designed for their needs and objectives. Our fee-based asset management platform consists of low to moderate risk investments to help retirees secure a better retirement. We have access to a platform of Private Wealth Managers which may not be available to smaller independent advisors. In return, our advisors commit themselves to providing our clients with an equal level of dedicated service, helping them reach their retirement goals, while striving to lead both client and advisor to a long and successful future.
