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Geffrey Horace Lewis

Horter Investment Management, LLC

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About Geffrey Horace Lewis

Geffrey Horace Lewis is a registered Investment Advisor Representative with Horter Investment Management, LLC. Geffrey has been in the financial services industry since 1982. Geffrey has also been in the insurance industry since 2013 and has experience providing retirement income planning services. Geffrey holds Series 6 and 65 licenses. Geffrey and Horter Investment Management, LLC primarily work with high-net-worth individuals, individuals, corporations, and pension plans. They provide financial planning, educational seminars, portfolio management for individuals, publication of periodicals, and selection of other advisers.

Firm Information

Geffrey Lewis is currently registered with Horter Investment Management, LLC. Horter Investment Management, LLC is an investment advisor based in Cincinnati, Ohio. With over 30 licensed agents and advisors, the firm provides financial planning, educational seminars, and portfolio management services to individuals, families, and businesses. They manage a variety of investment vehicles, including individual accounts, trusts, and retirement plans. The firm specializes in serving high-net-worth individuals, corporations, and pension plans.
Horter Investment Management, LLC

11726 SEVEN GABLES RD

CINCINNATI, OH 45249

$214.11M

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Geffrey Lewis’s Registration & Firm History

OH

09/12/2022 - Present

Horter Investment Management, LLC (CINCINNATI OH)

NA

10/14/1987 - 06/17/1994

RELIASTAR FINANCIAL MARKETING CORP.

NA

12/15/1982 - 09/05/1986

JEFFERSON-PILOT INVESTOR SERVICES, INC.

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Licenses & Designations

IA

Issued 10/13/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geffrey Horace Lewis.
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