A complete list of active advisors currently associated with Holt Investment Advisors

Warmer can help you find a great advisor at Holt Investment Advisors or one who fits your needs even better.

Holt Investment Advisors provides discretionary portfolio management to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, overseeing about $20.6 million across roughly 22 client relationships. The firm constructs individualized portfolios using individual stocks and bonds, mutual funds and ETFs, and may engage outside private money managers as part of its offerings. The adviser employs a systematic, client-specific process that begins with identifying goals, risk tolerance, individual needs and time frames (GRIT) and uses that information to set an investment policy and asset allocation. Portfolios are implemented and monitored under the firm’s “Three Dimensional Diversification” approach, which seeks to diversify by asset allocation, investment philosophy and custodian, with reviews at least quarterly. What is uncommon for peers is the availability of a performance-based fee option for qualified clients; the firm also manages both performance-fee and asset-fee accounts and describes procedures intended to address potential allocation conflicts arising from side-by-side management. The firm also does not accept proxy-voting authority for client securities, leaving proxy votes to clients.

To learn more about the advisors currently working at Holt Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.