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What is a Fiduciary

What is a Fiduciary?

Having a fiduciary responsibility holds our firm to the highest standard in the industry. Meet Drew Horter and learn more about our philosophy:

Drew K. Horter, CFP®
Founder and Chief Investment Strategist

Drew K. Horter is the President, Founder and Chief Investment Strategist of Horter Investment Management, an independent advisory firm dedicated to serving and educating retirees. As a fee based advisor for over 18 years, Drew provides managed fixed income and equity mutual fund portfolios. Since 1982, Drew has worked directly with retirees in developing strategies to manage their assets and plan their estates. Drew has helped hundreds of clients reduce unnecessary income taxes and Social Security taxes, while at the same time increasing spendable income.

Drew is a Certified Financial Planner™ since 1986 and has managed his own investment advisory firm since 1991. Drew has trained over 50 Horter Investment Management investment advisor representatives across the United States with Horter Investment Management’s actively managed portfolios. The company is located in Montgomery, OH at their new corporate headquarters.

Drew has been sought by national marketing firms to speak at their conventions as well as local TV and magazines for commentary.


Contact

4004 Barrett Drive, Suite 104
Raleigh, NC 27609

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