Drew K. Horter

Drew K. Horter is the Founder and Chief Investment Strategist of Horter Investment Management, LLC, a registered investment advisory firm based in Cincinnati, Ohio, which he established in 1991. With over three decades of experience in the finance industry, he has been instrumental in training more than 200 investment advisor representatives across the United States and currently manages approximately $450 million in assets.1

Professional Background

At Horter Investment Management, Drew serves as a coach, mentor, and trainer, focusing on helping advisors build effective and sustainable advisory practices. His roles include:

• Founder & Chief Investment Strategist: Leading the firm and overseeing investment strategies since its inception.

• Coach | Mentor | Trainer: Providing guidance to advisors to enhance their business practices and client service capabilities since 2007.

• Low Risk, Low Volatility Investment Coach: Specializing in fixed index annuities and retirement income planning, he has maintained a fiduciary standard as a registered investment advisor for over 20 years.12

Education and Qualifications

Drew holds a Bachelor of Arts degree in Political Science and Business from the University of Cincinnati (1973-1977). He has also acquired extensive securities knowledge, holding various FINRA licenses, including series 6, 7, 22, 24, and 63.12

Contributions and Recognition

Drew's leadership at Horter Investment Management has positioned the firm as a notable player in the investment advisory sector, recognized for its commitment to service and innovative training for financial advisors. His approach emphasizes modern solutions and strategies for successful business management in the financial services industry.2