Advisor & Sales Team

Horter Advisor & Sales Team

Our Sales Team is comprised of financial industry veterans. We are registered Investment Advisor Representatives with many years of investment advisory and FIA sales experience.

We are responsible for identifying those individuals that would be a good fit for Horter and our growing family of advisors but equally identifying that we would be a good fit for the Individual and their growing business.

Our knowledge and experience as well as learning the Horter Investment Management, LLC system has given us the ability to provide sound advice to our advisors to build their practice.

Our areas of expertise can be applied in the following areas:

  • Portfolio Analysis – using Brokerage Statements and Tax Returns to confidently provide insight to a client that may not be aware of how bad a portfolio could be
  • Strategy Performance – providing information on the performance of our platform and how to work with our strategies to maximize production and minimize risk
  • Tools and Resources gained from experience on the different avenues of marketing and how to successfully use our Financial Manufacturing Firm System to potentially get 7-10 clients per month
  • How making additions and expanding on what you offer in your practice can build your FIA sales and net proceeds

Horter Advisor & Sales Team