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Management

DREW K. HORTER, President

Drew K. Horter is the President, Founder and Chief Investment Strategist of Horter Investment Management, LLC. Mr. Horter has extensiveindustry knowledge as an Investment Advisor Representative, and has previously held FINRA Securities licenses that include the Series 6, 7, 22 and 63.With over 30 years of investment managementexperience, Mr. Horter has experienced manyeconomic, political and financial cycles.

Horter Investment Management was founded in 1991 as a Registered Investment Advisor. Horter Investment Management currently has over 200 investment advisor representatives and relationships with more than 50 independent advisory firms, representing over 100 additional investment advisor representatives. These advisors are spread across 44 states, including Hawaii. Mr. Horter’s 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 2007 he has focused on low risk, low volatility private wealth managers. These managers strive to attain equity like rates of return without the risk generally associated with the stock market*. To complement the low risk and low volatility managers, Horter Investment Management also works with low risk and higher volatility managers that present additional opportunities for clients to grow their assets.

With Mr. Horter’s extensive background investing in the financial markets and tactical management approach, leading media outlets consult his expertise. His insight has been featured by a number of prominent publications across the country, including The Wall Street Journal, Chicago Tribune, InvestmentNews and the Wall St. Cheat Sheet among others.

Horter Investment Management, LLC oversees over $1 Billion in Assets Under Management.

Mr. Horter has been a CFP™ since 1986 and is a licensed insurance professional. Insurance products are offered through Horter Financial Strategies, LLC.

* Past performance is no guarantee of future success. Investors can lose money.

Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through Horter Financial Strategies. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions, Trust Company of America, Jefferson National Monument Advisor, Fidelity, Security Benefit Life, ED&F Man Capital Markets and Wells Fargo Bank, N.A.

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.

JUDITH L. HELMES-SNEED, Director of Technology & Business Development.

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.

JACK PETERS, Vice President of Sales

A 27 year veteran of the Financial Services Industry, Jack brings a wealth of knowledge and experience to Advisors. Over the years, he has been involved in nearly every aspect of the financial services business. His success is underscored by achievements such as, “Best of the Best”, “Agent of the Year”, “Top Gun”, and “Sales Leaders of the Year Club”.

Over the last 15 years, Jack has consulted and advised Insurance Agents, Independent Advisors, Registered Representatives, Stock Brokers, National Banks, major New York wirehouses, NASD firms and Regional NYSE firms. Jack specialized in the area of wealth conservation, wealth preservation and wealth transfer. Prior to his consulting and mentoring agents and advisors, Jack managed $70MM of client assets.

During the last few years, Jack has realized that the majority of financial advisors in business today lack the Fiduciary Standard and field knowledge, leaving a large void to be filled.

Jack sees the value of high quality Private Wealth Managers. Jack will focus on helping advisors understand and implement Horter Investment Management’s safe and secure, and low risk, low volatility Private Wealth Investment Management platform.

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.