With Highland partnership, Horter Investment Management expands its unique ‘turnkey RIA’ approach – an industry-new business development path to connect advisors with advanced high net worth and estate financial planning without being a Registered Investment Advisor (RIA).
CINCINNATI, August 8, 2022 /PRNewswire/ — Horter Investment Management, LLC (HIM), a registered investment advisory firm with 50 investment advisor representatives and relationships with 30 independent advisory firms representing over 60 additional investment advisor representatives, today announced that the company has partnered with Highland Capital Brokerage as the latest step in Horter’s turnkey RIA approach. The partnership aims to help Horter’s financial advisors expand their base dramatically in the area of advanced high net worth planning without requiring them to set up their own registered investment advisor firm.
“We are a connection for our advisors, offering them valuable ways to support their practice.” — Drew Horter
Advisors today turned to the Horter TurnKey RIA solution, an approach where Horter, as an independent RIA firm, 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 In contrast, the old broker-dealer model is outdated when it comes to the fees they charge for support services.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 compelling in the Horter TurnKey RIA space, an approach where they can increase their net income while reducing their clients’ administrative fees.
Horter, a national network of financial advisors, is recognized for their turnkey RIA support program, which includes one of the most comprehensive benefits packages available to independent financial advisors. Strategic advice, practical training techniques, lower cost medical benefits and many other services are included in the package.
Now, with the newly formed Highland partnership, Horter provides access to advanced high net worth planning for Horter advisors, a pathway for any advisor to grow their practice without the need to become a registered investment advisor. 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 connection for our advisers, offering them valuable ways to support their practice,” said Drew Horter, founder and CEO of Horter Investment Management. “Horter Advisors has always strived to be at the forefront of the industry. The Horter/Highland partnership, as part of our turnkey approach, enables our advisors to further enhance client relationships.”
Learn more about Horter benefits and support here
Learn more about Highland Capital here
About Horter Investment Management, LLC
Horter Investment Management, LLC, is a Cincinnatibased registered investment advisor 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 over 40 years of experience managing money and providing investment advice. Mr. Horter has trained and mentored 100 counselors over the past 15 years. Horter Investment Management is a trusted firm specializing in a streamlined, tactical investment approach across a range of risk profiles. More information: www.horterinvestment.com
About Highland Capital Brokerage
Highland Capital Brokerage is a national life insurance and annuity distribution company providing point-of-sale support, sophisticated marketing and creative estate and business planning techniques to financial advisors and insurance professionals. We provide these services in an efficient, customer-centric environment that extends to carrier and product expertise, underwriting negotiation and end-to-end back-office processing. Our core competencies include life insurance, annuities and longevity planning. Highland provides unbiased access to major insurance carriers, advanced planning support, underwriting expertise and back-office processing to insurance brokers, financial planners and various institutions such as banks, telcos and chartered accountants. To learn more about Highland Capital Brokerage, visit www.highlandbrokerage.com.
Investment advisory services offered through Horter Investment Management, LLC, an SEC-registered investment adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may transact business only 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 clients of Horter Investment Management are conducted through AXOS Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.
Past performance may not be indicative of future results and the performance of a particular individual account may vary materially from the combined performance. Therefore, no current or prospective client should assume that future performance will be profitable or equal to the combined performance results reflected herein. In calculating account performance, Horter Investment Management relies on information provided by various sources, primarily the account custodian(s).
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SOURCE Horter Investment Management