Craig Lipniskis

Vice President at Horter Investment Management Llc

Craig Lipniskis's Professional Contact Details

Email (Verified)

****@him-ria.com

Get Email Address

(513) 984-9933

Location

Ohio, US

Company

Horter Investment Management Llc

Person Seniority

Craig Lipniskis's Current Company Details

Horter Investment Management Llc

Cincinnati, Ohio, US • 52 Employees

finance

Horter Investment Management, LLC located in Cincinnati, Ohio, is a Registered Investment Advisor since 1991. We are a dynamic growing firm with over 250 Advisors across the US and 1.1Billion dollars in assets under mangement. We are hiring W-2 Advisors (S65) for our Cincinnati region and IARs nationally. Come Join Us! At Horter you will see our greatest asset is the team of people committed to providing our clients with outstanding service. That is why we focus heavily on creating a training experience that pushes our advisors to hone their strengths and embrace the system we have created. With Horter training, we show you how to serve your clients today and how to significantly grow your business for the future. We provide you with the tools to build the foundations of a sustainable and successful business. We believe in Tactical Asset Management where our platform of Private Wealth Managers can go "Risk Off" to cash, take advantage of the stock market if it goes up or down and can potentially earn money for our clients if interest rates increase or decrease. â€¦Our low risk, low volatility model helps to prevent your client from losing the money they worked so hard for and also helps you from losing clients in down markets as well as your book of business value. Don't have enough client face time? Horter wants you to do what you do best. We want you to be educating your clients and prospecting new ones, presenting financial education courses, Pre-Retirement, Retirement, Social Security, LTC and other marketing programs to potential clients-we help you set the stage for you to get in front of clients. Our marketing, team is ready to serve you. As a Supervisory Financial Institution for FIA's, Horter is prepared to approve FIA's with its new DOL software partner. The DOL and regulatory rules, regulations and issues will make it difficult for businesses under 200M AUM to survive. We have a world class efficient compliance department prepared to help you.

Founded Year

1991

Organization Website

hortertrustedadvisors.com

Organization Languages

English

Organization Revenue

15000

Alexa Ranking

976913

Current Technologies

marketo