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bout Us
Holland Advisory Services (hereinafter referred to as “the Company”, “we”, “us” and “our”) is a registered investment adviser¹ engaged in the business of providing financial advice and investment management through the construction of personalized investment portfolios for each client. We offer objective, well-reasoned financial, investment and retirement advice in an independent setting with fully disclosed, competitive fees.
Business Focus
Our main focus is seniors, retirees and those about to retire to do the following:
- Maximize and Protect Retirement Income
Emphasis is placed on creating reliable sources of monthly income and on maximizing income given the assets being managed. Strategies are designed to capitalize on investment returns that yield either low taxes or are tax exempt.
- Protect Savings from Stock Market Declines
Strategies are designed to produce consistent, stable investment returns that do not fluctuate so aggressively with daily changes in the financial markets. Emphasis is placed on principal protection and capital preservation.
- Invest Wisely to Stay Ahead of inflation
Strategies are designed to take advantage of the current economic environment and to offer enhanced equity growth and income performance. Emphasis is placed on long-term appreciation of account values. Short- term volatility is acceptable and is expected for the level of risk being taken.
- Preserve and Transfer Family Wealth
Strategies are designed to eliminate or minimize the effect of federal gift and estate taxes as well as generation skipping transfer taxes while offering preservation of capital and transfer to beneficiaries in a manner that is consistent with the goals of the client. Emphasis is placed on the use of specialized trusts and conservation of accumulated wealth.
- In accomplishing a client’s investment objectives we will:
(i) create personal investment portfolios for each client; (ii) implement the designed investment strategies for investment management and asset allocation; and, (iii) monitor the investment performance of such management strategies.
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