Welcome to our website
Retirement Planning & Investment Solutions LLC
2017’s Best of Englewood Reader’s Choice Award for Financial Services
“We were recently recognized in the Englewood Sun newspaper as the Best of Englewood Reader’s choice award for financial services in 2017. Given the multitude of longstanding financial institutions and services available, as well as our limited length of time serving the Englewood community, we are very excited with this prestigious honor.”
Ron Anno began his career over twenty-five years ago in the insurance business. Starting as a field salesman at United Insurance Companies Inc., he very quickly rose through the ranks to a senior manager and was recognized as #1 national manager of the year. He was co-founder and eventually sold his interest in NT Securities, with offices in down town Chicago at the Chicago Board of Trade. He served on the board of directors and as a consultant to Fiji Trading Company for over seven years and served as president of S.C.O.T. Financial Services Inc. for over fourteen years. As an educator, speaker and advisor he works closely with attorneys and accountants creating tax favorable, investment plans that are designed to be low risk, low volatility for businesses and retirees. “I take pride in helping create retirement income streams designed for my clients to not outlive.” He lives in Sarasota, Florida with his wife and three children.
DREW K. HORTER
Founder & Chief Financial Strategist
Drew K. Horter is the President, Founder and Chief Investment Strategist of Horter Investment Management, LLC. Mr. Horter has extensive industry knowledge as an Investment Advisor Representative, and has previously held FINRA Securities licenses that include the Series 6, 7, 22 and 63. With over 30 years of investment management experience, Mr. Horter has experienced many economic, political and financial cycles.
Horter Investment Management was founded in 1991 as a Registered Investment Advisor. Horter Investment Management currently has over 200 investment advisor representatives and relationships with more than 50 independent advisory firms, representing over 100 additional investment advisor representatives. These advisors are spread across 44 states, including Hawaii. Mr. Horter’s firm manages assets on a fee basis for its clients.
Early in his career Mr. Horter recognized the need for high quality private wealth managers for his clients. Since 2007 he has focused on low risk, low volatility private wealth managers. These managers strive to attain equity like rates of return without the risk generally associated with the stock market (1). To complement the low risk and low volatility managers, Horter Investment Management also works with low risk and higher volatility managers that present additional opportunities for clients to grow their assets.
With Mr. Horter’s extensive background investing in the financial markets and tactical management approach, leading media outlets consult his expertise. His insight has been featured by a number of prominent publications across the country, including The Wall Street Journal, Chicago Tribune, InvestmentNews and the Wall St. Cheat Sheet among others.
Our goal with this site is to allow readers to learn what makes our firm different so they can determine if we are the right firm to help them protect and grow their wealth.
We believe in the theory that you should only take as much risk as necessary to grow your wealth. For most, risk is something that should be avoided. When you work with the right team of advisors, risk can be mitigated using certain types of investment or even avoided when using certain types of life or annuities products.
When it comes to protecting assets from creditors, we help provide a road map for clients so they don’t have to worry about having their valuable assets taken in a lawsuit.