Preserve, Strengthen and Grow Your Wealth 

Financial advisors and wealth managers like to focus on making money. That's fine, but they often forget something in the process—capital preservation.

That should be rule number one.  But all too frequently, the downside risk is ignored until losses have occurred. Then you are often told to wait it out.

But that’s not acceptable.  Shouldn’t your investment manager do a better job of preventing losses than you could on your own?

We think so.

That's why our focus is helping you keep what you've worked so hard to build.

But we don’t stop there.  We’re here to help you with all parts of your financial life.

These services are provided by hand-picked specialists, so you only deal with experienced professionals. 

Strategies for Wealth Preservation and Growth

Our investment management philosophy prioritizes asset preservation along with prudent growth.  Here’s how it works.

  1. We believe every asset in your portfolio should serve a specific purpose.  So each holding should strengthen your portfolio.  We don’t set it and forget it….assets are continually evaluated and switched out when appropriate.
  2. We ensure that you avoid risks that you are not being adequately compensated for.  That may mean not stretching for yield with low-quality assets. Or it may mean moving to interest-earning cash equivalents when the markets start to get rocky.  By doing that, we strive to help you minimize losses in volatile markets.
  3. We believe in always having some dry powder to take advantage of opportunities when they arise.
  4. We like to look for growth with less risk by identifying mispriced assets. 
  5. We measure success on an after-tax, risk-adjusted basis.

Benefit from our Multi-Disciplinary Approach

Today's climate is complex.  Between economic and geopolitical uncertainty driving markets to fast-changing tax laws, there's much to do to build and maintain your wealth.

Far more than just one generalist can handle.

That’s why at Holland Capital Management, we take a different approach. 

Instead of working with just one financial advisor, you get a team of specialists focused on your financial results.

  • Comprehensive financial planning from M. Chad Holland, CFA®, CFP™ to chart your course while shoring up blind spots and vulnerabilities.
  • Customized investment management by a GIPS® compliant money manager.
  • Trust advisory services, so you can access more sophisticated tax, estate planning and asset protection strategies.
  • Portfolio lending, so you can easily access funds when you need to.
  • Life insurance analysis and products for estate and tax planning.
  • More attention to risk management from our entire team.
  • Unlimited support, so we're always just an email or phone call away.

These specialists are coordinated by Chad, who acts as your direct contact.  We also work directly with your CPA, attorney and other trusted advisors, so we can discuss, coordinate and smoothly implement strategies on your behalf.

This way, you’re not dealing with junior associates who may or may not have the skills to handle your money. You’re only dealing with seasoned professionals who can help you make the most of your resources.

Can Holland Capital Management help you achieve your goals?

Find out with a complimentary, no-obligation financial second opinion.

Schedule Today