Mr. Horter has been a CFP™ since 1986 and is a licensed insurance professional. Insurance products are offered through Horter Financial Strategies, LLC.
Drew K. Horter is the President, Founder and Chief Investment Strategist of Horter Investment Management, LLC. Mr. Horter has extensive industry knowledge as an Investment Advisor Representative, and has previously held FINRA Securities licenses that include the Series 6, 7, 22 and 63. With over 30 years of investment management experience, Mr. Horter has experienced many economic, political and financial cycles.
Horter Investment Management was founded in 1991 as a Registered Investment Advisor. Horter Investment Management currently has over 200 investment advisor representatives and relationships with more than 50 independent advisory firms, representing over 100 additional investment advisor representatives. These advisors are spread across 44 states, including Hawaii. Mr. Horter’s firm manages assets on a fee basis for its clients.
Early in his career Mr. Horter recognized the need for high quality private wealth managers for his clients. Since 2007 he has focused on low risk, low volatility1 private wealth managers. These managers strive to attain equity like rates of return without the risk generally associated with the stock market (1). To complement the low risk and low volatility1 managers, Horter Investment Management also works with low risk and higher volatility managers that present additional opportunities for clients to grow their assets.
With Mr. Horter’s extensive background investing in the financial markets and tactical management approach, leading media outlets consult his expertise. His insight has been featured by a number of prominent publications across the country, including The Wall Street Journal, Chicago Tribune, InvestmentNews and the Wall St. Cheat Sheet among others.
Horter Investment Management, LLC oversees over $1 Billion in Assets Under Management.
1. Past Performance is no guarantee of future success. Investors can lose money.
Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through Horter Financial Strategies. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions, Trust Company of America, Jefferson National Monument Advisor, Fidelity, Security Benefit Life, ED&F Man Capital Markets and Wells Fargo Bank, N.A.