With the Highland partnership, Horter Investment Management expands its unique “TurnKey RIA” Approach – an industry-first way of doing business that consultants can be connected to advanced financial planning for high net worth and estate without being a Registered Investment Advisor (RIA).
CINCINNATI, August 8, 2022 /PRNewswire/ — Horter Investment Management, LLC (HIM), a incorporated investment advisory firm with 50 investment advisor representatives and relationships with 30 independent advisory firms representing over 60 additional investment advisor representatives, announced today that it has entered into a partnership with Highland Capital Brokerage as the latest step in Horter’s “TurnKey RIA” approach. The partnership is designed to help Horter financial advisors dramatically expand their forward planning base for high net worth individuals without having to form their own registered investment advisory firm.
“We are a liaison for our consultants and provide them with valuable opportunities to support their practice.” — Drew hoarders
Today, consultants have turned to Horter’s TurnKey RIA solution, an approach in which Horter, as an independent RIA company, offers strong support. In contrast, the old broker-dealer model is outdated when it comes to the fees they charge for support services. Advisors may find pricing more attractive in the Horter TurnKey RIA range, an approach that allows them to increase their net income while lowering their clients’ management fees.
Horter, a national network of financial advisors, is known for its TurnKey RIA assistance program, which includes one of the most comprehensive benefit packages available to independent financial advisors. Strategic advice, practical coaching techniques, medical services at a lower cost and many more services are included in the package.
With the newly formed Highland partnership, Horter is now making available to Horter advisers access to advanced wealth planning, a runway for each adviser to grow their practice without having to become a registered investment adviser. By implementing the Horter TurnKey RIA program, Advisors with more assets and revenue can still benefit from group scale and enjoy breakpoint asset pricing as costs decrease at higher asset levels.
“We are a liaison for our consultants and provide them with valuable opportunities to support their practice,” he said Drew Horter, Founder & CEO Horter Investment Management. “Horter consultants have always strived to be at the forefront of the industry. As part of our turnkey approach, the Horter/Highland partnership allows our consultants to further enhance relationships with clients.”
Find out more about the benefits and support from Horter here
Find out more about Highland Capital here
About Horter Investment Management, LLC
Horter Investment Management, LLC, is a cincinnati-based registered investment advisory firm with over 50 investment advisor representatives and relationships with 30 independent advisory firms representing over 60 additional investment advisor representatives. Drew K. Horter, CEO and Founder, has more than 40 years of wealth management and investment advisory experience. Mr. Horter has coached and mentored hundreds of consultants over the past 15 years. Horter Investment Management is a trustee specializing in a modernized, tactical investment approach across a range of risk profiles. For more information: www.horterinvestment.com
About Highland Capital Brokerage
Highland Capital Brokerage is a national life insurance and annuity distribution company providing financial advisers and insurance professionals with point of sale support, advanced marketing, and creative estate and business planning techniques. We deliver these services in an efficient, client-centric environment that extends to carrier and product expertise, underwriting negotiations and full back-office processing. Our core competencies include life insurance, annuities and longevity planning. Highland offers insurance brokers, financial planners and diverse institutions such as banks, wirehouses and chartered accountants objective access to major insurance carriers, advanced planning support, underwriting expertise and back office processing. To learn more about Highland Capital Brokerage, visit www.highlandbrokerage.com.
Investment advisory services provided by Horter Investment Management, LLC, an SEC-registered investment adviser. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of states and jurisdictions in which they are duly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Horter Financial Strategies and other unaffiliated insurance agencies. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.
Past performance may not be a guide to future results and the performance of a particular individual account may differ materially from the composite performance. Therefore, no current or prospective client should assume that future performance will be profitable or equal to the composite performance results presented herein. In calculating the account performance, Horter Investment Management relied on information from various sources, primarily the custodian bank(s).
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SOURCE Horter Investment Management