DREW K. HORTER, President
DREW K. Horter, Founder and Chief Investment Strategist. With over 20 years of investment
management experience Mr. Horter has extensive industry knowledge as a Registered
Investment Advisor. Having held FINRA Securities licenses that include the Series
6, 7, 22 and 63 over the past 29 years, Mr. Horter has experienced many economic,
political and financial cycles.
Horter Investment Management, LLC was founded in 1991. Mr. Horter’s Registered Investment
Advisor firm manages assets on a fee basis for its clients. Early in his career
Mr. Horter recognized the need for high quality private wealth managers for his
clients. Since becoming a Registered Investment Advisor, Mr. Horter has worked with
many equity and fixed income managers.
More recently Mr. Horter has focused on low risk, low volatility asset managers
for the 70 investment advisor representatives affiliated with Horter Investment
Management (located in 33 States). These private wealth managers can attain equity
like rates of return without the risk generally associated with the stock market.
To compliment the low risk and low volatility private wealth managers, Horter Investment
Management also works with high quality, low beta equity managers that present excellent
opportunities for clients.
Mr. Horter has been a CFP™ since 1986 and is a licensed insurance professional.
Insurance products are offered through Horter Financial Strategies, LLC.
KIRK R. HORTER, Director of Operations
Kirk has been instrumental in developing a Low Risk Private Wealth Management Platform for Horter Investment Management, LLC. In addition to overseeing Trading, Account Reconciliation, and ACAT Transfers, Kirk also analyzes the Portfolio Managers that meet the performance standards, risk tolerance, and low risk money management criteria that Horter Investment Management mandates in it’s managed portfolio.
JUDY HELMES-SNEED, Chief Compliance Officer/Controller
Ms. Helmes-Sneed has worked in the field of Accounting and System Management for over
25 years. General responsibilities have included various aspects of business management.
Her areas of concentration have been financial statements, general ledger, tax preparation,
payroll, budgeting, advertising, insurance, inventory control, employee benefits,
database maintenance, disaster recovery, software implementations and software/database
conversions. Judy recently joined our management team after working 5+ years at
Deloitte & Touche Investment Advisors as a Product Manager for Microsoft Access
databases building and maintaining.
LYNN MARTINSON, Client Service Manager
Lynn is the client service manager for all Horter Investment Management, LLC clients and provides assistance to new Investment Adviser Representatives with education Email blasts, Training Manuals, and New Account Forms Manuals.
KEVIN C. HETZER, Trading Specialist/IAR Support
Mr. Hetzer has been with Horter Investment Management since March 2008. Mr. Hetzer
graduated from Indiana University with bachelors in business management. Kevin currently
handles all daily trading activity, transactional data, model allocations, manual
billings, and all facets of IAR support.
NATASHA M. BURGESS, Compliance Support/Billing & Reporting
Ms. Burgess has been with Horter Investment Management since March 2008. Ms. Burgess
graduated from Indiana Wesleyan University Magnum Cum Laude in Business Management
and is currently pursuing a Master’s Degree in Business and Human Resource Management.
Natasha has 12 years of office experience. She is an instrumental part of our back
office staff. Her knowledge encompasses all facets of IAR Support. Her current responsibilities
include designing Training materials; Compliance Support; New Account Suitability
Reviews; Account Reconciliation; and Billing and Reporting.