Introduction to Investment Education Program
Internships available, must attend course to qualify
For High School Senior and College Students
Horter Investment Management, LLC is a Cincinnati based Registered Investment Advisor Firm with over 350 advisors across the country and over $1.1 billion in assets under management. Horter specializes in holistic financial planning and investment management. Horter Investment Management is providing this investment program for young adults to further their financial education, and learn employment opportunities, real world industry knowledge, risk measurement tools and investment theory. Students will learn how some active money managers stay fully invested at all times regardless of stock market and bond market conditions. You will learn about Horter Investment Management’s investment philosophy with an active tactical asset management platform where money managers can go risk off* to cash versus buy and hold and asset allocation models.
Day 1: December 27th - 8:30 AM - 12:30 PM
Day 2: December 28th - 8:30 AM - 12:30 PM
The Educational Series Will Cover:
1) Personal Finance
2) Investment Management - Learn about all types
3) Learn about the risks of Cryptocurrency & Bitcoin
4) Modern Portfolio Theory (MPT)
5) Asset Allocation Investment Models
6) How Do Robos Work
7) Tactical Asset Management
8) Risk Management Tools
9) Industry Career Opportunities
Horter Investment Management National Headquarters
11726 Seven Gables Road
Symmes Township | Cincinnati | OH | 45249

For More Information
Please contact our Marketing Department:
Email Address:
* There is no guarantee that managers will be able to avoid future market losses by going risk off to cash. In addition, holding cash may carry the risk that a manager will not be invested during periods of positive market performance.
Horter Investment Management LLC

Copyright 2018 All Rights Reserved

1Low Risk, Low Volatility Disclosure: Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

We describe the Horter investment management platform by using the terms "Low Risk" and "Low Volatility" to emphasize the strategies employed by our money managers. However, notwithstanding the risk management strategies employed by these money managers, certain investment portfolios employed by our money managers present a greater degree of investment risk than others depending upon the performance of the underlying securities. We typically refer to these strategies as "Moderate Risk" and "Moderate Volatility". Such performance can be impacted by a number of risk factors, including but not limited to (i) the level of price volatility (equity securities generally have greater price volatility than debt securities, (ii) changes in interest rates, and (iii) the ability of the manager to purchase or sell a security in a timely manner at desired prices.

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 Horter Financial Strategies, LLC. Securities transactions for Horter Investment Management clients are placed through TCA by E*TRADE, TD Ameritrade and Nationwide Advisory Solutions.
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