• About Us
• Description of Organization
• People

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(386) 671 - 1245 has.info@hollandadviser.com Location and Directions Download Adviser Questionnaire General Information Request

escription of Organization

Mission Statement

The mission of Holland Advisory Services is to understand the needs of our clientele and to communicate practical, easily understood financial solutions that enable them to significantly improve the quality of their lives.

Foundation Principles

Holland Advisory Services is the result of our team's many years of industry experience in providing our clientele with sound investment advice. Although this industry is ever-changing, it is our goal to provide objective, well-reasoned investment and retirement advice in an independent setting.

We strive to maintain the high standards and principles that exemplify the role we play in our clients' lives. The objectivity, expertise, and integrity our organization possesses is expressed in our professional, practical and personalized service.

Holland Advisory Services seeks to create an active role in our clients' financial lives. We look to maximize and protect retirement income and to protect against unfavorable market conditions as well as stay ahead of inflation while preserving accumulated wealth.

Investment Philosophy

Our U.S. financial markets are increasingly becoming borderless, complex and volatile. Conventional “buy-and-hold” investment strategies do not take these evolutionary changes into consideration and are not designed to reduce exposure to market declines. If left unattended, this strategy can lead to potentially devastating results in a client’s investment portfolio.

Because of the 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 will construct a portfolio suited to each client’s investment needs, and will continually monitor that portfolio using market measurement and analytical techniques. We will evaluate market trends and economic cycles while maintaining risk tolerance levels acceptable to the client.

Investment Strategy

We use the following investment ideologies as the cornerstone in the strategic design for all our portfolios:

• Asset Allocation
• Modern Portfolio Theory

Code of Ethics

As a fiduciary, the Company has an affirmative duty to render unbiased investment advice and to act in our clients’ best interest at all times. To maintain this ethical responsibility to our clients, the Company has adopted a Code of Ethics that establishes the fundamental principles of conduct and professionalism expected of all officers, directors and employees in discharging their duties.

The Company’s Code of Ethics is designed to deter inappropriate behavior and heighten awareness as to what is right, fair, just and good by promoting:

• Honest and ethical conduct.
• Full, fair and accurate disclosure.
• Compliance with applicable rules and regulations.
• Reporting of any violation of the Code.
• Accountability.

To help clients understand the Company’s ethical culture and standards, how the Company controls sensitive information and what steps have been taken to prevent personnel from abusing their inside position, a copy of the Company’s Code of Ethics is available for review upon request.