Horter Investment Management partners with Highland Capital Brokerage to provide advisors with new growth opportunities


With the Highland partnership, Horter Investment Management expands its unique “TURNKEY RIA” approach – a new business development path in the industry to connect advisors with advanced financial planning for high net worth individuals and estates, without being a Registered Investment Advisor (RIA).

CINCINNATI, August 8, 2022 /PRNewswire/ — Horter Investment Management, LLC (HIM), a registered investment advisory firm with 50 investment advisor representatives and relationships with 30 independent advisory firms representing more than 60 additional investment advisor representatives, announced today that the company has partnered with Highland Capital Brokerage as the next step in Horter’s “TurnKey RIA” approach. The partnership is designed to help Horter’s financial advisors significantly expand their base in the area of ​​advanced planning for high net worth individuals, without requiring them to form their own registered investment advisor firm.

Drew Horter, Founder and CEO, Horter Investment Management (PRNewsfoto/Horter Investment Management)

“We are a connector for our advisors, providing them with valuable ways to support their practice.” —Drew Horter

Today, advisors have turned to the Horter TurnKey RIA solution, an approach where Horter, as an independent RIA firm, offers strong support. In contrast, the old broker-dealer model is dated in terms of the fees they charge for support services. Advisors may find pricing more attractive in the Horter TurnKey RIA space, an approach where they can increase their bottom line while reducing administrative costs for their clients.

Horter, a national network of financial advisors, is recognized for its turnkey RIA support program, which includes one of the most comprehensive benefit packages available to independent financial advisors. Strategic advice, practical coaching techniques, lower cost medical services and many other services are included in the package.

Now, with the newly established Highland Partnership, Horter is making available to Horter Advisors access to advanced, high net worth planning, a track for every Advisor to grow their practice, without having to become a Registered Investment Advisor. . By implementing the Horter TurnKey RIA program, advisors with more assets and revenue can still benefit from group scale and enjoy breaking-point asset pricing as costs drop to lower levels. superior assets.

“We are a connector for our advisors, providing them with valuable ways to support their practice,” said Drew Horter, Founder and CEO Horter Investment Management. “Horter Advisors have always strived to be at the forefront of the industry. The Horter/Highland partnership, as part of our turnkey approach, enables our advisors to further enhance relationships with customers.”

Learn more about Horter benefits and support here

Learn more about Highland Capital here

About Horter Investment Management, LLC

Horter Investment Management, LLC, is a Cincinnatiregistered investment advisory firm, with over 50 investment advisor representatives and relationships with 30 independent advisory firms representing over 60 additional investment advisor representatives. Drew K. Horter, CEO and Founder has over 40 years of fund management and investment advisory experience. Mr. Horter has coached and mentored hundreds of advisors over the past 15 years. Horter Investment Management is a fiduciary specializing in a modernized tactical investment approach across a range of risk profiles. More info: www.horterinvestment.com

About Highland Capital Brokerage

Highland Capital Brokerage is a national life insurance and annuity distribution company that provides point-of-sale support, advanced marketing, and creative estate and business planning techniques to financial advisors and insurance professionals. We provide these services in an efficient, customer-focused environment that extends to carrier and product expertise, underwriting negotiation and full back-office processing. Our core competencies include life insurance, annuities and longevity planning. Highland provides objective access to major insurance companies, advanced planning support, risk underwriting expertise and back-office processing to insurance brokers, financial planners and various institutions such as banks, connection houses and chartered accountancy firms. To learn more about Highland Capital Brokerage, visit www.highlandbrokerage.com.

Investment advisory services offered by Horter Investment Management, LLC, an SEC-registered investment adviser. Horter Investment Management does not provide legal or tax advice. Representatives of Horter Investment Management’s investment advisors may only do business with residents of states and jurisdictions in which they are duly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Horter Financial Strategies and other unaffiliated insurance agencies. Securities transactions for Horter Investment Management clients are handled through AXOS Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.

Past performance may not be indicative of future results and the performance of a specific individual account may differ significantly from the composite performance. Accordingly, no current or potential client should assume that future performance will be profitable or equal to the composite performance results reflected herein. In calculating the performance of the account, Horter Investment Management has relied on information provided by various sources, primarily the account custodian(s).



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SOURCE Horter Investment Management


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