A complete list of active advisors currently associated with The Holland Group, Inc.

Warmer can help you find a great advisor at The Holland Group, Inc. or one who fits your needs even better.

The Holland Group provides discretionary investment management services primarily to individual and high-net-worth clients and, on occasion, to institutional entities. Portfolios are personalized to client objectives and generally emphasize listed equities, with fees charged as a percentage of assets under management. The firm combines fundamental, technical and economic analysis with asset-allocation software and active monitoring, using diversification and periodic rebalancing as the primary risk-management tactics. Although the adviser exercises discretionary authority, it does not conduct routine account reviews unless a client requests a consultation. The brochure discloses that an associated person maintains a registered representative relationship with a broker-dealer and sells insurance products, creating transaction-based compensation conflicts the firm says it manages through oversight. The firm also recommends specific custodians and does not vote client proxies, leaving proxy voting and custodial selection largely to clients, which may differ from common practices at many peers.

To learn more about the advisors currently working at The Holland Group, Inc., 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.