You are our highest priority, not profit. Your desires and your finances are very personal to you, so we take a personal approach to managing your money. Located in northeastern Cincinnati, we're easy to find and proud of our midwestern roots. I never want to sit across from another client who just heard that they've lost half their savings in a stock market crash.
I started Horter Investment Management after the '87 crash because I decided it was time to change. We could and should do better. With our sophisticated strategies designed to reduce the impact of market swings, we monitor and adjust in real time to help protect your assets. Our trained investment advisor representatives incorporate a tactical strategy for investing that smooths out market swings.
I started Horter Investment Management after the '87 crash because I decided it was time to change. We could and should do better. With our sophisticated strategies designed to reduce the impact of market swings, we monitor and adjust in real time to help protect your assets. Our trained investment advisor representatives incorporate a tactical strategy for investing that smooths out market swings.
Services
Before we can help you with your finances, we need to get to know you. What are your priorities? What do you want your future to look like? What's motivating you? Your desires and your finances are very personal to you, so we take a personal approach to managing your money. Our founder, Drew Horter, has worked in finance since the 1980s, founding Horter in 1991.
At Horter, we stand by our client-centric, goals-based, risk-managed approach to investment management. We've spent decades developing and refining a comprehensive suite of portfolio solutions. This provides you with a full range of options as we custom-design your portfolio around your goals, manage the risks, and navigate through all stages of life and market fluctuations.
That's why our goal is to help you reach yours. At Horter, our advisors focus on creating value, security, and peace of mind for everyone we work with. Before we discuss tactics like mutual funds and 401ks, we need to know what you want for your life. You have a specific vision for your future, so we take the time to clearly define that.
Modern times demand modern solutions. At Horter, you will learn strategies for running a successful business and a modernized approach to portfolio design and diversification. These skills are critical to succeeding over the long-term. We're large enough to serve clients across the USA and small enough to customize the support we provide to individual advisors like you.
Reviews (10)
K. Thor
May 05, 2021
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Positive: Professionalism, Responsiveness, Value
I've been working with Horter Investment Management for the last couple of years, and have really grown to appreciate the personal and detailed approach that they take with their business. Aside from that, their ability to adapt to and overcome challenges is nothing short of impressive. Keep up the great work!
I've been working with Horter Investment Management for the last couple of years, and have really grown to appreciate the personal and detailed approach that they take with their business. Aside from that, their ability to adapt to and overcome challenges is nothing short of impressive. Keep up the great work!
Tom Jansing
Apr 22, 2021
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I recently joined Radiant Technology Group, an audio visual solutions provider, as a Business Development Manager, essentially sales. And I even more recently visited one of my inherited accounts (Horter Investments) because of an audio issue in their board room. It was crunch time with a big meeting the next day. We offered to come on-site to assess and help resolve.
First was a conference call with Avery, Evelyn, and Sarah.
Next was our on-site visit. Because of their trial and error to fix their issue and their frustration, there was every reason to treat us in a frustrated, short, challenging
First was a conference call with Avery, Evelyn, and Sarah.
Next was our on-site visit. Because of their trial and error to fix their issue and their frustration, there was every reason to treat us in a frustrated, short, challenging
Matthew Novello
Apr 02, 2021
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Generally I don't feel compelled to leave reviews for businesses or services, however I felt it worth noting what a genuine and positive experience I had working with the team at Horter. It's refreshing to meet a company who values the importance placed on managing one's financial future and the responsibility that comes with it.
Kim Dalton
Mar 26, 2021
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I've had the pleasure of working closely with many of the members at Horter Investment Management. Their friendliness, professionalism and the family feel of the company made me feel right at home. It was refreshing to work with a company that prides itself on its accomplishments and has the desire to see me succeed as well. Highly recommend!
Deb Corey
Mar 25, 2021
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Lisa Lickert
Mar 20, 2021
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I met the Horter team at a Dress for Success Cincinnati fundraiser and have had the opportunity to build a business relationship and get to know them over the past 6 months. They are a knowledgeable, caring and fun group. Their office is impressive, and their focus on education for their clients and the community is admirable. I've worked with the financial industry for years and met many advisor firms, and they are top ranking.
Huan Adams
Mar 20, 2021
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Positive: Professionalism
I have had the pleasure of getting to know the executive team of Horter over the last 6 months and I must say that they are absolutely great guys. Caring, personal, fun to be around, and extremely smart. In every conversation, they are always asking me questions about my life which truly lets you know they care.
I have had the pleasure of getting to know the executive team of Horter over the last 6 months and I must say that they are absolutely great guys. Caring, personal, fun to be around, and extremely smart. In every conversation, they are always asking me questions about my life which truly lets you know they care.
Jonathan Fausz
Mar 19, 2021
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Greg Killilea
Mar 14, 2021
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I am an advisor looking for a new home for my wonderful clients and have been talking with Mike and Jeff for the past few weeks and all I can say is that I have been treated like a king even with my small status. The team is always there for you and will help with anything you need. I am really happy I met this team and cannot wait to start working here.
Frank Mitchell
Mar 14, 2021
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