CRD: 119880
Horter Investment Management, LLC
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- Custodian
- Axos · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-26-2006
- Office Locations
- 22
Office Locations
About Horter Investment Management, LLC
Horter Investment Management is a homegrown Cincinnati, Ohio RIA focused on managed-risk, tactical portfolio management. The team builds custom portfolios using stocks, bonds and mutual funds, actively monitoring and adjusting to help reduce the impact of market swings. Advisors also support 401(k) investors using self-directed brokerage accounts. Founded by Drew Horter after the 1987 crash with an emphasis on protecting client assets.
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CRM
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
DREW KENT HORTER
Chief Executive Officer, Managing Member, President
- CRD
- #1049771
- Ownership
- 75% or more
Kevin Craig Hetzer
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JULIE LYNN AHRENS
--
- CRD
- #1562156
Barry Daniel Bayles
Partner
- CRD
- #6960813
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $314,499,558 | $136,977 |
| Non-Discretionary | $0 | -- |
| Total | $314,499,558 | $136,977 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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