Wealth Accumulation

During your wealth accumulation years, you should take advantage of the benefits of investing.  However, unlike savings, investing requires that you take risks. Whether you are a pre-retiree, retiree, or conservative investor, we want you to have a well-managed investment experience.

We specialize in providing investment portfolios that are appropriate to your risk tolerance and are carefully managed to mitigate risk and reduce volatility. We do not believe that ‘buy & hold’ and ‘traditional asset allocation models’ are appropriate given current market volatility. Recent history has proven that investor drawdowns or losses could be as high as 50% based on the S&P 500 historic performance.

Our wealth accumulation solutions are tactically and actively managed by professional private wealth managers. Our managers can go risk off to cash, take advantage of the stock market if it goes up or down, and potentially earn money for our clients whether interest rates increase or decrease. The result is greater overall wealth accumulation as a result of not having to recover from extreme drawdowns.

For wealth accumulation solutions, Core Financial Strategies represents Horter Investment Management, LLC.

For more information on Horter Investment Management, LLC. Click HERE.