Horter Investment Management, LLC - Cincinnati, Ohio

Address: 11726 Seven Gables Rd, Cincinnati, OH 45249.
Phone: 39849933.
Website: horterinvestment.com
Specialties: Investment service, Financial consultant, Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Appointment required.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 4.4/5.

📌 Location of Horter Investment Management, LLC

Horter Investment Management, LLC 11726 Seven Gables Rd, Cincinnati, OH 45249

⏰ Open Hours of Horter Investment Management, LLC

  • Monday: 8:30 AM–5 PM
  • Tuesday: 8:30 AM–5 PM
  • Wednesday: 8:30 AM–5 PM
  • Thursday: 8:30 AM–5 PM
  • Friday: 8:30 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Horter Investment Management, LLC

Horter Investment Management, LLC is a highly regarded investment firm located at 11726 Seven Gables Rd, Cincinnati, OH 45249. The company has been providing top-notch investment services to clients for many years. Their phone number is 39849933 and their website can be found at horterinvestment.com.

Specialties: Investment service, Financial consultant, Financial planner

Key Features and Services

  • Online appointments
  • Onsite services
  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Appointment required

The company has been receiving rave reviews from clients. As of now, Horter Investment Management, LLC has 19 reviews on Google My Business with an impressive average rating of 4.4/5. Clients praise the company for its amazing facility and staff, who are described as highly knowledgeable and helpful.

One client shared their experience, saying, "I was lucky enough to learn more about Investment Management through Horter Investment Management, LLC with the Tiger's Inc team. We were given a tour and individual department information sessions." They also expressed their gratitude towards the staff, mentioning specific individuals who provided kindness and guidance.

Overall, Horter Investment Management, LLC offers a comprehensive range of investment services and is committed to providing exceptional customer service. With their convenient location, wheelchair accessibility, and strong online presence, they are an ideal choice for anyone seeking investment advice in the Cincinnati area.

👍 Reviews of Horter Investment Management, LLC

Horter Investment Management, LLC - Cincinnati, Ohio
Orhan O.
5/5

Amazing facility with amazing staff.

I was lucky enough to learn more about Investment Management through Horter Investment Management, LLC with the Tiger's Inc team; we were given a tour and individual department information sessions.

I want to thank Kevin Hetzer, Robert Hopkins, Griffin Horter, Michael Van Zile, Jessica Adams, Janet Taylor, Rick Haeufle CFP®, and Todd Brubaker LUTCF for their kindness and guidance.

Horter Investment Management, LLC - Cincinnati, Ohio
Lisa L.
5/5

I met the Horter team at a Dress for Success Cincinnati fundraiser and have had the opportunity to build a business relationship and get to know them over the past 6 months. They are a knowledgeable, caring and fun group. Their office is impressive, and their focus on education for their clients and the community is admirable. I've worked with the financial industry for years and met many advisor firms, and they are top ranking.

Horter Investment Management, LLC - Cincinnati, Ohio
Matthew N.
5/5

Generally I don't feel compelled to leave reviews for businesses or services, however I felt it worth noting what a genuine and positive experience I had working with the team at Horter. It's refreshing to meet a company who values the importance placed on managing one's financial future and the responsibility that comes with it.

Horter Investment Management, LLC - Cincinnati, Ohio
Frank M.
5/5

Horter Investment Management has been doing some fantastic work on their branding as of late. Being a professional in this vertical myself, I must commend their recent launch of their website and videos. Great work guys.

Horter Investment Management, LLC - Cincinnati, Ohio
Greg K.
5/5

I am an advisor looking for a new home for my wonderful clients and have been talking with Mike and Jeff for the past few weeks and all I can say is that I have been treated like a king even with my small status. The team is always there for you and will help with anything you need. I am really happy I met this team and cannot wait to start working here.

Horter Investment Management, LLC - Cincinnati, Ohio
Frank M.
1/5

UPDATE 1/15/2020 Do not be impressed with the beautiful sign in their lobby claiming a 'Fiduciary Standard of Care'. They claim 'low risk..., and 'Defensive in bad times...opportunistic in good times'. Well they LOST nearly $30,000 for me in the best of times; during a period the market gained over 20%. Then I emailed Drew Horter to complain about their miserable performance and got no response. Evidently, a Fiduciary Standard of Care does not even warrant an email. This is more than extremely disturbing, does it rise to fraud?

Over a period of about 18 months, Horter has managed my account losing $24,000 while other investments I have with others have made money. The market, in general, has made gains. So far, their response to unsatisfactory performance has been unsatisfactory.
UPDATE 12 October 2019 So now Horter has LOST $30,000 during a time the major stock indices are UP 20%.. When selling their services all you hear is 'safety' and how they take a fiduciary responsibility with their clients. NOW you can not get them to talk about their fiduciary responsibility nor how they are going to do anything at all to make up for their INCREDIBLY POOR PERFORMANCE.

Horter Investment Management, LLC - Cincinnati, Ohio
Deb C.
5/5

Horter Investment Management has done an amazing job with managing funds, providing attentive and quality service, as well as being one step ahead of me for my financial concerns. They are top notch!

Horter Investment Management, LLC - Cincinnati, Ohio
Joy B.
5/5

The folks at Horter are genuine, thoroughly knowledgeable of the ins and outs, strengths and weaknesses, and ups and downs of investing, the stock market, and how to protect their assets. I’ve worked with them and trust their insight and recommendations!

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