034 — Drew Horter

Podcast Summary:

Drew Horter is Founder & CEO of Horter Investment Management. It’s not very often that you hear of innovation in the financial management industry. But, Drew was able to use partnerships and a unique approach to investing to rapidly grow his firm. He and his firm captured the “Fastest Growing Money Management Firm” in the U.S. (*July 2014 – FA Magazine assets in the 500 million to one billion category). Of course, all this success has brought competition. Listen carefully to hear how this successful Founder CEO’s mindset approaches competition. I’m certain you’ll learn from Drew’s amazing story.


Name: Drew Horter, Founder & CEO

Company: Horter Investment Management

Powerful Promise of Value: Horter Investment Management specializes in offering clients a low-risk, low-volatility investment strategy.

Headquartered In: Cincinnati, OH

Blind Spot: “…I’ve become a target of competitors…I’ve never thought that would happen… ”

Banish Your Business Building Blindspot!

Favorite Resources for Productivity: Drew created his own proprietary software that shows how his independent managers can compare to someone’s stock.

Favorite Resources that helps with the Founder to CEO role shift: The game of Monopoly

Favorite Founders: Drew had a baseball coach that was very influential in his life.

Contacts: [email protected], (513) 984-9933

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