The source for the latest investor and general business news. Tuesday, 7 February 2023 Submit press release
Horter Investment Management, LLC
Cincinnati, US, Oct. 10, 2022, 08:30 am EST
Horter Investment Management Expands Advisor Support, Adding Specialists in Paraplanning and New Business Support Areas

Today, during challenging financial market conditions, the expanded Horter Paraplanning and support team helps advisors with back office functions. With the added support, Horter Advisors have time to focus on their strength - finding tactical invest

Horter Investment Management Expands Advisor Support, Adding Specialists in Paraplanning and New Business Support Areas img#1

Horter Investment Management Expands Advisor Support, Adding Specialists in Paraplanning and New Business Support Areas

Horter Investment Management, LLC (HIM), a registered investment advisory firm with 40 investment advisor representatives and relationships with over 30 independent advisory firms representing over 50 additional investment advisor representatives, today announced the company has added Paraplanning and Advisor Support staff to increase back office support for HIM Advisors.

"The stock market is down and interest rates keep rising," said Drew Horter, Founder & CEO Horter Investment Management. "We want our HIM Advisors to be able to spend their time focused on helping new and existing clients implement strategies designed to help protect their assets. The additional Investment Advisor support will allow them to do just that."

Planning & Allocation Specialists work with Horter Advisors in a strategic capacity including case preparation, client onboarding, and general support (RMD's, withdrawals, banking charges) in helping build relationships.

With a Planning & Allocation Specialist on their team, HIM Advisors receive compliance and operational support that helps give them peace of mind.

"In addition to helping in the client service area, increased support also allows our Advisors to reduce their operating costs," continued Horter. "And better effectiveness and efficiency means our Advisors have more time for family-life balance."

Horter Investment Management is committed to offering the strongest Advisor support within the industry. To that end, the company says they expect to continue expanding support in the future for both existing and new Horter Advisors.