WHAT IS A FIDUCIARY?
By definition, a fiduciary is a financial advisor who is obligated to put the interest of their clients above their own. The fiduciary relationship is a role and responsibility we take very seriously.
All SEC registered investment advisors have the same fiduciary duty responsibility.
Meet Drew Horter and learn more about our philosophy:
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 200 Horter Investment Management investment advisor representatives across the United States with Horter Investment Management’s actively managed portfolios.
Having a fiduciary responsibility holds our firm to the highest standard in the industry. All SEC registered investment advisors have the same fiduciary duty responsibility.
Drew K. Horter, CFP®
Founder and Chief Investment Strategist
© Jensen Financial Group. All rights reserved. · Designed by Erika Maram
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Jensen Financial Group. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co., Inc., and Nationwide Advisory Solutions.