Horter Investment Management

Horter Investment Management

Horter Investment Management launched in 1990 under founder Drew Horter, establishing its headquarters in Cincinnati, Ohio. The firm has expanded from a local advisory practice into a platform that supports financial advisors nationwide through portfolio management, model delivery, and back-office infrastructure. Its footprint now spans a broad network of advisors who use Horter's proprietary investment strategies to serve individual clients. The firm's investment approach centers on constructing risk-managed portfolios using third-party mutual funds and exchange-traded funds. Horter designs a series of proprietary models — including tactical, strategic, and alternatives-focused allocations — that advisors can deploy based on client risk profiles. Public records show the firm has maintained a substantial position in alternative mutual funds, with filings indicating a historical tilt toward managed futures and market-neutral strategies alongside traditional equity and fixed-income sleeves. The advisory network is the firm's distribution engine. Rather than serving clients directly from Cincinnati, Horter provides the model portfolios, compliance support, and operational framework that registered investment advisors and financial planners use at the point of client service. The firm maintains relationships with independent advisors in over 20 states. Founder Drew Horter, a graduate of the University of Cincinnati, remains president and has written on topics including retirement-income planning and risk management. Horter's structure as a TAMP — a turnkey asset management platform — distinguishes it from firms that manage capital exclusively in-house. Advisors retain client relationships while outsourcing investment management and trading to Horter, creating a hybrid architecture where the firm functions as both asset manager and platform operator. This model allows Horter to aggregate assets across a fragmented advisor base without building a direct retail brand.