Business Details
35 Years
experience
Your Trusted Partner for Financial Advising in Cincinnati, OH
Founded in 1991, we have dedicated over three decades to transforming investment management through a client-centric philosophy. Our approach prioritizes personal relationships and risk-conscious strategies, developed in response to market volatility witnessed during the 1987 crash. With headquarters in Cincinnati, Ohio, we combine midwestern values of integrity and hard work with cutting-edge technology to deliver tailored financial solutions. Our team of experienced professionals brings over 75 years of combined expertise in portfolio design and market navigation.We distinguish ourselves through real-time portfolio monitoring, transparent communication, and a commitment to protecting client assets during market downturns. While serving clients nationwide, we maintain the personalized touch of a boutique firm, offering customized strategies that align with individual life goals and risk tolerances. Our compliance framework ensures adherence to industry standards while maintaining the flexibility to innovate in portfolio diversification techniques.
Services
Tactical Asset Management
Mutual Funds
401k Planning
Managed Risk Investing
Portfolio Risk Analysis
Details
- Year established: 1991
Highlights and features
- We've guided clients through market cycles since 1991 with proven risk management strategies
- Our Cincinnati-based team combines local values with nationwide service capabilities
- Real-time portfolio monitoring helps protect assets during market volatility
- Customized investment solutions tailored to individual life goals and risk profiles
- Transparent fee structure with dedicated client support specialists
What people say
Personalized service
Risk management focus
Transparent communication
Experienced advisors
Goal-oriented approach
Services
Tactical Asset Management
Our tactical strategy actively adjusts portfolio allocations to market conditions. Using real-time data, we aim to preserve capital during downturns while capturing growth opportunities. This approach combines disciplined risk management with flexible investment positioning to help clients achieve long-term financial objectives.
Mutual Funds
We select money managers demonstrating consistent performance and prudent risk management. Our fund choices focus on steady growth with minimized volatility through diverse market cycles. Each selection undergoes rigorous evaluation to ensure alignment with client investment goals and risk tolerance levels.
401k Planning
Our advisors help maximize self-directed brokerage accounts for future security. We provide personalized guidance on optimizing 401k investments through strategic allocation and regular portfolio reviews. This service focuses on long-term growth while maintaining appropriate risk parameters for retirement readiness.
Managed Risk Investing
We design customized portfolios balancing growth potential with risk mitigation. Our approach considers life stages and market conditions to create adaptive investment strategies. This service emphasizes capital preservation during volatile periods while pursuing growth opportunities in favorable markets.
Portfolio Risk Analysis
Our free analysis evaluates portfolio vulnerability to market fluctuations. Using modern diversification techniques, we identify potential weaknesses and recommend adjustments to enhance stability. This service provides actionable insights to help protect investments while maintaining growth potential through different economic cycles.
People
Drew Horter Investment
CEO / Founder
Founder of Horter Investment Management with over 30 years in finance. Recognized for leadership in baseball and life, inducted into Midland Baseball Hall of Fame. Developed risk-conscious investment strategies after the 1987 market crash.
Kevin Hetzer
Director of Operations
Manages daily operations with commitment to midwestern values. Brings extensive experience in investment firm management to ensure smooth client service delivery. Focuses on maintaining the company's personalized approach while scaling nationwide operations.
Todd Brubaker
Investment Advisor Representative
Provides personalized investment guidance with focus on client goals. Works closely with individuals to develop customized portfolio solutions. Emphasizes transparent communication and long-term financial planning strategies that align with client objectives.
Sean McLaughlin
Investment Advisor Representative
Offers tailored investment strategies based on individual financial situations. Monitors market trends to optimize portfolio performance. Committed to helping clients navigate market fluctuations while maintaining focus on long-term objectives.
Jessica Adams
Client Relations Specialist
Serves as primary contact for client needs with dedication to personalized service. Ensures clear communication between advisors and clients. Focuses on building long-term relationships through attentive support and timely responses to client inquiries.
Questions
How does Horter approach investment risk management?
We actively monitor portfolios and adjust strategies to mitigate market volatility. Our approach focuses on preserving capital during downturns while capturing growth opportunities in rising markets.
What investment options are available?
We offer tactical asset management, mutual funds, 401k planning, and customized portfolio solutions. Each option is tailored to individual financial goals and risk tolerance levels.
How are investment decisions made?
Decisions combine real-time market data with client-specific factors. Our investment committee uses 75+ years of combined experience to guide strategies that align with client objectives.
What makes Horter different from other firms?
We combine midwestern values with modern investment techniques. Our focus on personal relationships, risk-conscious strategies, and nationwide service with local touch distinguishes us from traditional firms.
How often are portfolios reviewed?
Portfolios receive daily monitoring and regular comprehensive reviews. We adjust strategies as needed based on market conditions and changes in client circumstances.
What areas do you serve?
While based in Cincinnati, we serve clients nationwide. Our digital capabilities allow effective service delivery to clients across the United States.
Videos
