CINCINNATI, March 2, 2017 /PRNewswire/ -- Horter Investment Management, a leading registered investment advisor with over 240 investment advisor representatives and relationships with more than 50 independent advisory firms, representing over 100 additional investment advisor representatives across the United States, has been honored on the Forbes and RIA Channel 2016 Top RIAs by 10 Years of Growth List. The annual ranking recognizes the fastest growing RIAs that provide wealth management services to individual clients.
"We are proud that our firm has experienced remarkable growth from less than $100 million under management in 2010 to more than $1 billion today, and we believe that is a direct result of our commitment to always acting as a fiduciary for our clients," said Drew Horter, founder and chief investment strategist at Horter Investment Management. "We provide our clients with a portfolio management system that is designed to be Low Risk/Low Volatility and that aims to serve their individual needs while also protecting their financial future."
Horter Investment Management recently opened a new national headquarters in Cincinnati, OH to accommodate 40 existing employees and add 50 new employees over the next several years. Horter expects to continue its growth by adding fiduciary advisors at the local and national level. Horter's growth plans are to add thousands of new clients locally and nationally as well as add another $2 Billion in assets under management in five years. The firm continues to provide advisors with unique training that enables them to offer investment management advice that not only is in the client's best interest but also show them why asset allocation portfolios may not be in their best interest.
In an effort to provide ongoing access to best practices, investment advisors are invited to attend Horter Investment Management's annual training in Dana Point, California on March 28-29, 2017, where they can participate in sessions on how to run an efficient and successful practice while meeting many of our portfolio managers. For more information, visit www.hortertrustedadvisors.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.
Media Contact: Shaina Lamb, 646-808-3731, firstname.lastname@example.org
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SOURCE Horter Investment Management