Horter Investment Management

RIA 2013 - Financial Advisor
FA’S 2013 rIA rAnkIng (By Total Assets) 98 BalentineAtlanta, Ga. 1,483.09 40.9114.66 11.13 22.94 295 Horter Investment Management Cincinnati, Ohio 308.17 114.710.1049.72 42.86 296 Sather Financial Group Victoria, Texas 307.88 15.5610.18 1.24 5.09 ... Document Retrieval

Hortertrustedadvisors.com
Says Mr. Horter, president of Horter Investment Management, a registered investment adviser that manages $650 million for 4,600 clients in Cincinnati. It didn't take Mr. Horter long to find something wrong with the widow's portfolio: The bonds it held had ... View Document

Trust Law - Wikipedia, The Free Encyclopedia
Trust law has evolved through court rulings Commercial banks acting as trustees typically charge about 1% of assets under management. [20 The trust has proved to be such a flexible concept that it has proved capable of working as an investment vehicle: the unit trust ... Read Article

October 26, 2016 - Files.ctctcdn.com
Weekly Market Commentary Horter Investment Management October 26, 2016 8316 Cornell Rd Cincinnati, OH 45249 Office: (513) 984-9933 Fax: (513) 984-5219 ... Retrieve Doc

March 16, 2016 - Files.ctctcdn.com
March 16, 2016 Current Model Allocations Moderate Risk At Horter Investment Management we continue to monitor all of the markets and how our managers are actively managing their portfolios. We remind you that there are opportunities ... Read Document

STATE OF ILLINOIS SECURITIES DEPARTMENT IN THE MATTER OF ...
SECURITIES DEPARTMENT IN THE MATTER OF: ] DENNIS E. KAGEL, an individual. ) File No. 1300300 NOTICE OF HEARING TO THE RESPONDENT: Horter Investment Management, LLC (CRD # 119880) 8316 Cornell Road Cincinnati, Ohio 45249 Dennis E. Kagel (CRD # 735448) ... Fetch Document

MOORE’S WEALTH MANAGEMENT - Ghcc.com
Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity Brian & Kyle, daughter Michelle, and Mark and Liz Peterson. Title: BIZ-1001-A01.indd Created Date: ... Access Doc

Drew K Horter, CFP - The Wealth Preservation Institute
Drew K Horter, CFP ® Founder and Chief Investment Strategist Drew K Horter is the President, Founder and Chief Investment Strategist. With ... Access Doc

Notice Of Privacy Practices - Him-ria.net
As an investment adviser, Horter Investment Management, LLC ("Horter Investment"), is subject to the provisions of the GLBA and is committed to protecting the privacy of its clients' nonpublic personal financial information. The following ... Fetch Doc

Drew - Thewpi.org
Drew K Horter, CFP ® Founder and Chief Investment Strategist Drew K Horter is the President, Founder and Chief Investment Strategist. ... Doc Viewer

Part 2A Of Form ADV: Horter Investment Management, LLC.
Part 2A of Form ADV: Firm Brochure Horter Investment Management, LLC. 8316 Cornell Road Cincinnati, OH 45249 Telephone: 513-984-9933 Email: jason@him-ria.com ... Retrieve Here

The Value Of Money Management - Strategy Financial Group
THE VALUE OF MONEY MANAGEMENT There are compelling reasons why advisors suggest third-party asset managers. Calvin Goetz & Tony Olson: Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. ... Get Doc

How To Plan Financially For A Spouse's Absence
"Lots of times the husband will be taking care of all the finances, and the spouse doesn't know where the documents are, what the documents are and what to do if something happens," says Jim Hanna, the founder and CEO of the San Antonio-based Retire with Jim Hanna Wealth Advisors. Most expenses, including credit card and cellphone bills as well as mortgages and car payments, occur monthly, so it ... Read News

WAFF's Business Spotlight On Cloud Financial- Social Security ...
Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through Cloud Financial, Inc. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor ... View Video

PORTFOLIO STATISTICS - Hortertrustedadvisors.com
• HIM MM #6 reports all historical performance Gross of Fees. Horter Investment Management has subtracted 3% from their historical annual returns and these results are non-compounded. ... Fetch Here

Investment Advice Is Offered By Horter Investment Management ...
Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and ... Read More

Effective Date: 01/14/2016 - VAL-Trust Financial Group, LLC
5 | Page Horter Investment Management, LLC does not guarantee or endorse any annuity or life insurance product or their performance. Insurance and annuity products are not sold through Horter ... View This Document

WAFF Business Spotlight On Cloud Financial-QE3 And The Bond ...
Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through Cloud Financial, Inc. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor ... View Video

Part 2A Of Form ADV: Firm Brochure - Horter Investment
Part 2A of Form ADV: Firm Brochure Horter Investment Management, LLC. 8316 Cornell Road Cincinnati, OH 45249 Telephone: 513-984-9933 Email: judy@him-ria.com ... View Full Source

What Exactly Is Wealth Management - Strategy Financial Group
WHAT EXACTLY IS WEALTH MANAGEMENT? The two words signify a far-reaching kind of financial care. transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions and Trust Company of America. ... Return Doc