Our founder, Drew Horter, has worked in finance since the 1980s, founding Horter in 1991. We are proud to be one of the few homegrown registered investment advisory firms from Cincinnati, OH, and we are proud of our midwestern values.
Devotion to ServiceAt Horter you will see our greatest asset is the team of people committed to providing our clients with outstanding service. That is why we focus heavily on creating a training experience that pushes our advisors to enhance their strengths. With Horter 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 successful business.
We know what it’s like to juggle the demands of being a truly excellent independent financial advisor. You have lots of questions and very few answers.
Lead & EquipYou know what you want for your business. We know how to get you there. Modern times demand modern solutions. At Horter, you will learn strategies for running a successful business and a modernized approach to portfolio design and diversification. These skills are critical to succeeding over the long-term.
A Nationwide Boutique ApproachWe’re large enough to serve clients across the USA and small enough to customize the support we provide to individual advisors. Our services are flexible, innovative, and forward thinking – strategically designed to provide the leadership, resources, training, and community you need to build the business you want.
The best way to see if we’re a good fit is to have a conversation. Call or email to speak with one of our team members. We’ll get in touch as soon!
