• PEAK Fund Management is an equity investment strategy offered and managed by Horter Investment Management, LLC. (1)

    PEAK
    Fund Management

    An actively managed portfolio of high quality no load stock mutual funds.

    BTS Bond Asset Allocation Management is a fixed income investment strategy managed by BTS Asset Management and offered through Horter Investment Management, LLC.

    BTS Asset Management

    An actively managed portfolio of no load government bond mutual funds, no load high yield bond mutual funds with a money market fund.

    Ocean Park Asset Management is a high-yield corporate bond fund investment strategy offered through Horter Investment Management, LLC.

    OCEAN PARK
    Asset Management

    An actively managed portfolio of high-yield corporate bond funds and money market funds.

    Horter Long/Short Portfolio is an investment strategy offered through Horter Investment Management, LLC.

    Horter
    Long/Short Portfolio

    This dynamic strategy actively adjusts a portfolios’ exposure to the S&P 500 Index® based on its short-term market forecasts.

     

  • PEAK Balanced Portfolio is an equity and bond strategy offered and managed by Horter Investment Management, LLC.(2)

    PEAK Balanced Portfolio

    An actively managed portfolio of high quality no load stock (60%) and bond (40%) mutual funds.

     
 
 

disclaimer

(1) PEAK Fund Management is a no load equity mutual fund strategy that analyzes over 10,000 mutual funds for such information as expenses, 12B-1 fees, management tenure, historical rates of return (commonly known as "Beta"), risk ratings, and Morningstar rankings (an independent third party mutual fund advisor). PEAK Fund Management is not a registered mutual fund as that term may be defined in the Investment Company Act of 1940. Investment advice is provided by Horter Investment Management, LLC, an SEC Registered Investment Advisor. Insurance and annuity products are sold separately through Horter Financial Strategies, LLC. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions and Trust Company of America. Past Performance is no guarantee of future results. Results may vary and investors could lose money.

(2) PEAK Balanced Portfolio is a no load equity and bond mutual fund strategy developed and managed by Horter Investment Management, LLC. PEAK Balanced Portfolio is not a registered mutual fund as that term may be defined in the Investment Company Act of 1940. Past performance is no guarantee of future results. Actual results may vary. Investors can lose money.

Horter Investment Management and BTS Asset Management are not affiliated. BTS Asset Management is a Sub-Adviser
to Horter Investment Management as the Adviser to Horter Investment Management clients.

Horter Investment Management and Ocean Park Asset Management are not affiliated. Ocean Park Asset Management is a Sub-Adviser
to Horter Investment Management as the Adviser to Horter Investment Management clients.