Improvement in the financial industry – Horter Family of Companies: Horter Investment Management, LLC, Tactical Fund Advisors, LLC and Civitas Advisor Solutions, LLC offer clients new groundbreaking solutions and opportunities.
Horter Investment Management (HIM), a registered investment advisory firm with 50 investment advisor representatives and relationships with over 40 independent advisory firms representing over 60 additional investment advisor representatives, announced the collaboration of three companies in the Horter Family of Financial Companies. The company is excited about the prospect for new products and services to better service its clients.
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Horter Investment Management has entered its 31st year as an investment management firm. The next generation of Horter management, including Hayden and Griffin Horter, continues to help advisors put clients first. With an emphasis on modernized investing through tactical portfolio management, the company’s Turnkey Asset Management Program (TAMP) offers modern, goals-based and risk-managed solutions to investment management.
To further the financial collaborative, in 2019 Tactical Fund Advisors, LLC, was formed offering an alternative approach to Mutual Fund investing. The TFA Family of six mutual funds includes multiple managers and risk mitigation techniques – a tactical approach unique to the financial industry.
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“Unlike passive investing, which involves setting allocations to indices and letting them ride, our tactical managers manage their positions and the risk of their portfolios on a daily basis based on their proprietary investment and trading models and current market conditions. Working with financial advisors, we feel this tactical approach to investment management delivers results investors are looking for when compared to the typical passive, buy-and-hold methods that do not utilize risk mitigation techniques.” said Drew K. Horter, CEO, and Founder of TFA. Most advisors that work with HIM utilize TFA Funds in their portfolios with a 30%-80% allocation.
Founded in 2021, the third leg of the collaborative includes Civitas Advisor Solutions, LLC, a consulting-solutions firm that provides financial advisors, financial institutions, RIA’s, broker/dealers, Fintech firms, and banks with institutional quality consulting and solution driven strategies. The differentiator between CIVITAS and other such-like solution firms is CIVITAS delivers individualized consulting and tailored solutions to each client. CIVITAS takes their institutional consulting knowledge offering strategic business optimization, coaching, Client Prospecting, AdvisorConnect, PracticeConnect, and many more tailored solutions to better serve clients’ needs. Civitas management includes strong experience with major investment firms, including developing an Institutional Platform supporting independent RIA’s.
“We are the GuidePath to our client’s success,” said Jim Malgeri, Civitas President / Co-Founder & COO. “Our deep financial industry experience and consultative background provides any client a level of service that is uniquely tailored to their business practice.”
“The collaboration of our family of three financial service companies offers advisors more choice and flexibility,” said Drew Horter, Horter Investment Management Founder & Chief Investment Strategist. “This approach delivers results that puts the clients first. Together, our collaboration of companies are large enough to serve advisors across the US, and in each case we offer personalized advisor and client solutions. The focus will always be how to help advisors service their clients.
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