Horter Management Team
Our Management Team are committed to Horter Investment Management, LLC and the development choices made for our advisors and clients to ensure our future is as successful as we can possibly make it. Bringing new ideas and experiences to the firm is how we plan on building our future together making sure that we can make a positive change to our advisors and clients.
Our areas of focus primarily remain with:
Marketing & Sales
Private Wealth Managers
Recruitment & Personal Development
Founder & Chief Financial Strategist
Learn About the Founder
Horter Investment Management, LLC was founded in 1991. Drew Horter has been in the financial services industry for 31 years and a Certified Financial Planner since 1986. His Horter Investment Management has been a RIA for over 21 years. We may not have seen it all, but we have seen a lot. 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. Read On
Executive Management Team
Meet Judy Helmes-Sneed
Judy 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. Her areas of concentration are technology and business development including software implementations, database maintenance and software/database conversions.
Meet Kirk Horter
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.
Let Our Management Team Assist You
Meet Jack Peters
Jack is responsible for advisor recruiting and training. 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. Jack will also market the Horter Investment Management, LLC platform with fixed index annuities in Cincinnati to retirees and pre-retirees.
Meet Jason Long
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.
Meet Kevin Hetzer
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.
Meet Sarah Botwright
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.