Ohio Pen - Horter Investment Management Achieves Next Level Growth in Financial Services: Horter Appoints Keith Schmidt President.

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CINCINNATI, Dec. 11, 2023 ~ Horter Investment Management, LLC (HIM) has appointed Keith Schmidt as the President of the company. HIM is a registered investment advisory firm with 40 investment advisor representatives and relationships with over 30 independent advisory firms (representing over 50 additional investment advisor representatives).

Mr. Schmidt brings 25 years of wealth management experience from his time at Zions Bank, where he achieved $13.3BB AUM of Advisory and Fiduciary Services, tripled annualized advisory revenue from $17.8MM to $56MM in 8 years, and directed investment services throughout 10 states, developing Advisor profitability.

Drew Horter, Chairman & CEO of Horter Investment Management said: "We are very excited to add Keith to our expanded management team. The time is now for our company to move strongly into the future, and this is our first major step."

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The Horter management team now includes Drew Horter, Kevin Hetzer (Director of Operations), Hayden Horter (Investment Analyst & Insurance Specialist), and Griffin Horter (Corporate Strategist). The company has also expanded its services offered to include investment management, TFA Mutual Funds, Milestone Tax Planning and Horter Financial Strategies (Insurance division).

Mr. Schmidt said: "The company's future is very important to me. I asked myself, is this a company I want to be part of…and my answer was a resounding YES!" He added that "Horter has always been a company with strong advisor training, support, and opportunity" and that they are positioning themselves as a powerhouse for advisors with their foundation set for the future.

HIM aims to provide advisors with extensive back-office support and diversified offerings in order to facilitate generational planning for the next 10-20 years.

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