Your source for the latest car, tech & blockchain news Wednesday, 7 December 2022 Submit press release

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

Cincinnati, US, 10 Oct. 2022, 14:30 CEST
Horter Investment Management Expands Advisor Support, Adding Specialists in Paraplanning and New Business Support Areas img#1

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.