“Our new, expanded suite of benefits for financial advisors contains the broadest range of support we’ve ever offered,” said Drew Horter, founder and CEO of Horter Investment Management. “Strategic advice and practical coaching techniques can help our advisors navigate the many challenges investors face in a falling stock and bond market. To further enhance the way we serve advisors, we are partnering with one of the nation’s largest professional employer organizations to provide group health insurance and additional services to reduce operating costs.”
Horter’s new benefits package for advisors includes:
- Extensive counselor training and coaching
- Quarterly training
- Bimonthly Tactical Fund Advisor Webinars
- Highlights: Guest speakers, discussion on market issues
- Advanced planning and training
- Fixed Index Annuity (FIA) and Life Service Teams
- Body design
- Legal and enforcement options
- Groups under
- Discounted medical coverage
- Discount Prescriptions – (provides up to 80% savings)
- 401K Broker window Opportunities
- External client management 401K and 403B assets with MPT Style
- Tactical Fund Advisors (TFA) Webinars.
- Monthly marketing for 20+ participants
“Horter Advisor’s new expanded benefits package has really helped my practice,” said Steven Dissett, investment advisor representative at Horter Investment Management. “I have discovered many techniques that help reduce risk and achieve results for my clients.”
Today, as industry experts continue to predict a market downturn in the coming months, the pursuit of efficiency is a top priority.
“In today’s market, to get the results you want from your investment dollars, choosing the right registered investment advisor is important,” Dissett continued. “To my way of thinking, the chosen RIA is Horter’s investment advisor.”
About Horter Investment Management, LLC
Horter Investment Management, LLC, is a Cincinnatibased registered investment advisor firm, with over 50 investment advisor representatives and relationships with over 40 independent advisory firms representing over 60 additional investment advisor representatives. Drew K. Horter, CEO and founder has over 40 years of experience managing money and providing investment advice. Mr. Horter has trained and mentored 100 counselors over the past 15 years. Horter Investment Management is a trusted firm specializing in a streamlined, tactical investment approach across a range of risk profiles. More information: www.horterinvestment.com
Investment advisory services offered through Horter Investment Management, LLC, an SEC-registered investment adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may transact business only with residents of states and jurisdictions in which they are duly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Horter Financial Strategies and other unaffiliated insurance agencies. Securities transactions for clients of Horter Investment Management are conducted through AXOS Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.
Past performance may not be indicative of future results and the performance of a particular individual account may vary materially from the combined performance. Therefore, no current or prospective client should assume that future performance will be profitable or equal to the combined performance results reflected herein. In calculating account performance, Horter Investment Management relies on information provided by various sources, primarily the account custodian(s).
SOURCE Horter Investment Management