Loading Events

Introduction to Investment Education Program

 

 

June Dates:

June 13th – 15th – 8:00 AM – 12:30 PM

June 27th – 29th – 8:00 AM – 12:30 PM

July Dates:

July 11th – 13th – 8:00 AM – 12:30 PM

July 25th – 27th – 8:00 AM – 12:30 PM

No Cost for Attendance!

 

Description:

Horter Investment Management, LLC is a Cincinnati based Registered Investment Advisor Firm with over 350 advisors across the country and over $1.1 billion in assets under management. Horter specializes in holistic financial planning and investment management. Horter Investment Management is providing this investment program for young adults to further their financial education, and learn employment opportunities, real world industry knowledge, risk measurement tools and investment theory. Students will learn how most active money managers stay fully invested at all times regardless of stock market and bond market conditions. You will learn how Horter Investment Management differs in its investment philosophy with an active tactical asset management platform where money managers can go risk off to cash versus buy and hold and asset allocation models.

 

What Students Will Learn:

  1. Investment Management 101: How Stocks, Bonds, Mutual Funds and Exchange Traded Funds work
  2. Modern Portfolio Theory (MPT) – 60 Year Old Investment Doctrine
  3. Asset Allocation Investment Models Tied to MPT
  4. Tactical Asset Management – An Alternative Low Risk, Low Volatility Active Investment Strategy
  5. Risk Tolerance Analysis
  6. Research, Public Relations and Marketing Departments
  7. New Business Department: Processing ACAT Investment Transfers
  8. Employment Opportunities in the Financial Securities Industry
  9. Compliance Department: Legal Issues and solutions, Regulatory mandates from the Securities and Exchange Commission

Details

Start: June 13
End: July 27
Cost: Free

Venue

Horter Investment Management

11726 Seven Gables Road
Cincinnati, OH 45249

+ Google Map

Phone:

513-984-9933

Schedule

  • June Dates:
  • June 13th – 15th – 8:00 AM – 12:30 PM
  • June 27th – 29th – 8:00 AM – 12:30 PM
  • July Dates:
  • July 11th – 13th – 8:00 AM – 12:30 PM
  • July 25th – 27th – 8:00 AM – 12:30 PM
  •  

Tickets

Out of stock!Horter University | 6/13 - 6/15

Classes starting - June 13th - 15th, 8:00 AM – 12:30 PM

Out of stock!Horter University | 6/27 - 6/29

Classes starting - June 27th - 29th, 8:00 AM – 12:30 PM

Out of stock!Horter University | 7/11 - 7/13

Classes starting - July 11th - 13th, 8:00 AM – 12:30 PM

Horter University | 7/25 - 7/27Free!

Classes starting - July 25th - 27th, 8:00 AM – 12:30 PM