At Horter Investment Management, LLC you will see that our greatest asset is the team of people committed to providing our clients with oustanding service. That is why we focus heavily on creating a training experience that pushes our advisors to hone their strengths and embrace the system we have created. With Horter Investment Management, LLC training, we show you how to serve your clients today and how to significantly grow your business for the future. We provide you with the tools to build the foundations of a sustainable and very successful business.
We believe in Tactical Asset Management where our platform of Private Wealth Managers can go “Risk Off” to cash, take advantage of the stock market if it goes up or down and can potentially earn money for our clients if interest rates increase or decrease.
With Horter as your foundation, you will understand how to talk and listen more successfully to your client and how to analyze their financial portfolio to gain what’s best for them. We firmly believe in providing our advisors with the highest quality support.
We will teach you how to clearly define and express what sets you apart from your competition, the flaws of the industry and why our low risk, low volatility (1) money management style may be a good fit for retirees and conservative investors.
We will teach you how to clearly define and express how you are unique from your competition, the flaws of the industry and why our low risk, low volatility money management style works so well for retirees and conservative investors. Being able to clearly define why people should work with you can be a powerful differentiator. You will learn not to fear your competitors because you will have the confidence to state exactly why you are a better fit. With Horter as your foundation, you will understand how to talk and listen more successfully to your client and how to analyze their financial portfolio to gain what’s best for them.
We believe in a Retirement Designed Money Management System for our clients providing low and moderate investments with low risk and low volatility portfolio management. Our fee-based asset management platform consists of a low to moderate risk selection of investment choices to help retirees secure a better retirement.
We firmly believe in providing our advisors with the highest quality support, training, and tools to help them succeed. In return, our advisors commit themselves to providing our clients with an equal level of dedicated service, helping them reach their retirement goals, helping to lead both client and advisor to a long and successful future.
Our clients value our credibility, knowledge and value system centered around our goal of providing low risk, low volatility money management. Our greatest asset is the team of people committed to providing our clients with standout service.
Jack’s 29 years in the Financial Services Industry qualifies him in brokerage statement analysis, tax return opportunities and implementing the Horter Investment Management, LLC low risk, and low volatility investment management platform.
Kirk has been instrumental in developing a Low Risk Private Wealth Money Management Platform for Horter Investment Management, LLC. In addition to overseeing Trading, Account Reconciliation and ACAT Transfers, Kirk also analyzes the Portfolio Managers that meet the performance standards, risk tolerance, and low risk money management criteria that Horter Investment Management mandates in it’s managed portfolio.
Ms. Helmes-Sneed has worked in the field of Systems Management and Accounting for over 30 years and the field of Compliance for 6 years. General responsibilities have included various aspects of business management.
Sarah assists the Director of Operations and Director of Compliance & Business Development in completing projects within the company to make all departments run more efficiently. Her experience includes database management, writing operating procedure documents, creating professional documentation, advisor promotional tracking and performs analytical evaluations based on data being presented. She is knowledgeable on project management and has the ability to handle a multiplicity of tasks simultaneously. Her main concentration for database management is our Portfolio Management Software and client Web Portal. Sarah is versed in all aspects of client services. Sarah worked in England as an Administrative Officer with a qualification in National Verification in Business Administration.
Mr. Hetzer is a key supervisor with our management team and has been with Horter Investment Management, LLC since March 2008. His knowledge encompasses all facets of IAR Support. His responsibilities include daily trading, transfers, distributions, transactional data, model allocations and manual billings.
Jason is a 17 year veteran of the financial services industry, including banking and wealth management. He has a strong background in compliance and risk management and will play a key role in building and maintaining our compliance program as we continue to grow. Jason was most recently head of accounting, operations, human resources and compliance for another registered investment advisory firm in Cincinnati. Prior to that, he was chief financial officer for a community bank and a bank operations and technology center. His career in banking had a strong focus on risk management, compliance and working with regulatory authorities. Jason majored in Finance and Accounting at Miami University and attended Xavier University for his MBA.