HOLLAND INVESTMENT MANAGEMENT, INC.
Holland Investment Management, Inc. is a reputable financial management firm that offers a wide range of services to help clients grow and manage their wealth. With years of expertise and experience, the company has established a strong reputation for providing sound financial advice and strategies to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Assessing risk tolerance and creating an appropriate investment portfolio
- Providing personalized financial planning and retirement strategies
- Offering tax planning and wealth transfer solutions
Facts and Insights:
As of the latest records, Holland Investment Management, Inc. has managed over $500 million in assets for their clients. The company is also proud to have a team of 10 highly qualified and experienced financial advisors who are dedicated to providing top-notch services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered:
- Investment Management
- Financial Planning
- Tax Planning
- Estate Planning
- Retirement Planning
Client Types:
Holland Investment Management, Inc. caters to various types of clients, including high net-worth individuals, families, and small businesses. The company understands that each client has unique financial goals and needs, and thus, they provide personalized and tailored solutions to each one.
Fees & Compensation:
Holland Investment Management, Inc. operates on a fee-only structure, meaning their compensation comes solely from the fees paid by their clients. This type of compensation ensures that the company’s interests are aligned with their clients’ goals, promoting transparency and trust in their relationships.
Background:
The founder and CEO of Holland Investment Management, Inc., John Holland, has over 25 years of experience in the financial industry. He is a financial expert and holds various certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The company prides itself on its team of experienced and dedicated advisors who continuously strive to provide exceptional services to their clients.
Financial Advisor Disclosures to Know:
- There have been no legal or disciplinary actions against Holland Investment Management, Inc. or its advisors in the past 10 years.
- There have been no customer complaints or arbitration proceedings in the past 10 years.
- The company is a fiduciary, meaning they are legally bound to act in their clients’ best interests.