Horter Investment Management expects to continue its rapid growth by adding advisors locally and nationally and providing them with unparalleled training that enables them to provide investment management advice that best fits clients' risk tolerance and needs.
"At Horter Investment Management, we have always acted as a fiduciary in order to meet our clients' best interests, but under the new Department of Labor fiduciary rule, many advisors are now required to restructure their business approach," said Horter. "We can provide coaches to guide advisors through every step of the process, and our trainings are designed to help advisors be compliant with the DOL regulation, work in the client's best interest and ultimately achieve business growth."
In the coming months Horter Investment Management will also launch a free investing education course created specifically for high school and college students, hosted at the new office building. The educational platform is an extension of the "Boomer Wealth Planning & Protection" courses offered by Horter Investment Management, which cover how to calculate the nest egg you'll need and allocate your investments accordingly, ways to manage your investment risks and protect your assets, how to make the most of your Social Security benefits and what documents are necessary for estate planning.
In addition, Horter Investment Management will host its 4th annual advisor training at the Luxor Hotel in Las Vegas, NV on September 19-20, which will feature sessions on how to win against any competition, tactical portfolio management, how to run a successful practice, marketing strategies and DOL opportunities. For more information visit www.HorterSuccess.com.
Horter Investment Management has approximately $1.1 billion in assets under management. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Horter Financial Strategies, LLC. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Company.
CONTACT: Shaina Lamb, 646-808-3731, firstname.lastname@example.org
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SOURCE Horter Investment Management