Holland Capital Management LLC

The firm provides investment advisory and financial planning services to high‑net‑worth households as well as individuals, trusts, estates, and business entities. Asset management is offered through a custodian‑sponsored program that allocates client assets to third‑party sub‑advisers, while financial planning is delivered both as interactive modeling and narrower modular written plans.

Advisory work is tailored to each client’s objectives and risk tolerance and relies on fundamental analysis alongside strategic and tactical asset allocation; the firm selects model portfolios on a discretionary basis for implementation by the chosen sub‑adviser and conducts periodic reviews. The firm serves as the primary client contact and performs ongoing due diligence and oversight of the sub‑advisers rather than handling security‑level trading itself.

Notable distinctions include that a principal of the firm is licensed to sell insurance and annuity products and may receive customary commissions if clients implement insurance recommendations, a potential conflict of interest disclosed to clients. The firm also relies on its custodian’s institutional platform and associated support services for trade execution and operations, and it does not vote proxies for client securities (clients or sub‑advisers retain that responsibility).