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Advisory Services

Investment Management

To minimize risk to assets while still allowing for growth, we create balanced plans which may include: Money market funds, stocks, bonds, ETFs and mutual funds. With service that is professional, practical and personalized, our experienced team provides well-researched investment management using a range of strategies based on risk tolerance.

We believe the stock market can be a great source for growth and a hedge against inflation. We also realize it can cause tremendous risk to your financial well-being, which is why our advisory team focuses on the risk and reward relationship in order to find appropriate avenues to invest your money. We are sensitive to every investor's risk tolerance and have developed four strategies ranging from conservative to aggressive. Your accounts are closely monitored and any changes are communicated to you through monthly custodial statements and personal annual or bi-annual reviews. Holland Advisory Services is here for you.

Our Investment Philosophy Is Solid Ground for Your Investment Management

Because of evolving dynamics in the financial markets, we believe that a more proactive approach to investment management is necessary to achieve the long-term returns a client desires. With our managed accounts, we construct a series of model portfolios, choose the most appropriate for each client's investment needs, and continually monitor that portfolio using market measurement and analytical techniques. We evaluate market trends and economic cycles while maintaining acceptable risk tolerance levels.

Asset Allocation and Modern Portfolio Theory are the ideologies we use as the cornerstones for our managed accounts.

Asset Allocation is the process of selecting a mix of asset classes and the efficient allocation of capital to those assets by matching rates of return to a specified and quantifiable tolerance for risk. We have developed four strategies that are used as Asset Allocation guidelines in designing a client's portfolio. Each model consists of "target" asset allocations in up to nine different asset classes, and diversified into at least twelve different sectors of the market in order to minimize sector and industry risk. By spreading money among a variety of investments, as opposed to investing in just one, a more prudent approach to asset management is created.

Modern Portfolio Theory is the analysis of a portfolio of stocks as opposed to selecting stocks based on their unique investment opportunity. The objectives of Modern Portfolio Theory are to determine a client's preferred level of risk and then construct a portfolio that maximizes their expected return for such risk.

Our Investment Strategies

The Conservative Income Strategy (low risk) seeks to reduce the risk of loss in a short-term market decline while providing current income.  The Conservative Income strategy target allocation is 25% equity, 70% fixed income, and 5% cash.

The Balanced Strategy (medium risk) seeks capital appreciation and current income by investing in both equities and fixed income.  The Balanced strategy target allocation is 50% equity, 45% fixed income, and 5% cash.

The Balanced Growth Strategy (medium risk) primarily seeks capital appreciation by investing in both equities and fixed income; current income is of secondary importance.  The Balanced Growth strategy target allocation is 75% equity, 23% fixed income, and 2% cash.

The Growth Strategy (high risk) has a primary goal of diversification of equities, with minimal cash or fixed income allocation, and seeks to maximize long-term returns rather than minimizing possible short-term losses.  The Growth strategy target allocation is 98% equity and 2% cash.

The Tactical Growth Strategy (high risk) seeks to take advantage of market cycles and economic conditions by hedging, shorting, overweighting or underweighting asset classes that may add return or reduce loss based on the economic environment. The Tactical Growth strategy does not set a target allocation.

Strategies

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