# Horter Investment Management

Horter Investment Management is a Bank / Wealth / Trust based in Cincinnati, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **Website:** himkc.com
- **LinkedIn:** https://www.linkedin.com/company/horter-financial-firm

## Regulatory record

- **CRD number:** 119880
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-08T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/119880

## About

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. 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.

## People

- Drew Horter — Founder and President

## Questions

### What is Horter Investment Management's core business model?

Horter operates as a turnkey asset management platform (TAMP) that provides model portfolios, trading, and back-office support to independent financial advisors. Advisors retain direct client relationships while outsourcing investment management to Horter. The firm earns fees on assets managed through its platform rather than billing clients directly.

### Who makes investment decisions at Horter?

Founder and President Drew Horter leads the investment function. Horter is responsible for portfolio construction and the proprietary model strategies the firm delivers to advisors. The firm does not publicly name a separate chief investment officer or external investment committee.

### What asset classes does Horter's platform typically include?

According to public filings, Horter's models span equities, fixed income, and alternative mutual funds — with a notable historical allocation to managed futures and market-neutral strategies. The firm constructs portfolios using third-party mutual funds and ETFs rather than individual securities.

### Does Horter manage institutional capital or just retail accounts?

Horter's platform is built around the retail wealth management channel. It supports financial advisors who serve individual clients. There is no public evidence of a dedicated institutional separate-accounts business or pension-fund mandates.

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Last updated: 2026-08-11T02:43:31.692Z

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