HORTER INVESTMENT MANAGEMENT, LLC
Cincinnati, Ohio
4.3
18 Reviews
Horter Investment Management, LLC, a regional investment advisory firm based out of Cincinnati, OH, is dedicated to helping clients achieve their financial goals. With over 1,790 individual clients and more than $354,329,000 in assets under management, the company has established a strong presence in the industry. Operating through 52 offices, Horter Investment Management offers personalized investment strategies and a comprehensive range of services, including insurance brokerage.
A significant portion of their assets under management, approximately half, comes from employer 401Ks and individual investors, showcasing their exper...
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Assets Under Mgmt
$354.33M
Investment Professionals
46
Locations
51
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
SEC or CFTC found with a false statement or omission
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Currently the subject of any regulatory proceeedings previously talked about
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Articles
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