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Drew Horter

Managing Expectations in an Overvalued Stock Market & Volatile Bond Market

The Bull Market Emotional Roller Coaster

Risk Scoring to Match Portfolio Design Most investors desire of low risk is diametrically opposed to what they actually own.

Tactical Wealth Management Utilizing third party portfolio managers who can go risk off to cash when necessary and potentially make money if the stock market goes up or down or possibly make money if interest rates go up or possibly down.

S& P 500

January 1, 2000 to March 31, 2018 Yahoo Finance

A Fee Based Fiduciary Firm Work with a firm with 35 + years’ experience that works in the clients best interest unlike some banks and wall street firms.

513-984-9933 Interest-Rate Cycles Tend to be Very Long

US 10-Year Yield (1945-2017) FRED - Board of Governors of the Federal Reserve System (US)

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 Past performance is no guarantee of future results. Investments are subject to risk, including market and interest rate fluctuations. Investors can and do lose money. 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 E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.

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