With most financial advisory firms, investment management is handled by someone you never meet. You then deal with a generalist "relationship manager." Or you may work with one financial advisor who manages all your financial planning, investment, estate and tax planning.
While these models might be good for the firm, they aren’t necessarily best for you. You’re not getting enough direct help from specialists.
So with this type of service, people often find out too late that little attention was paid to defensive positioning. Or that their money was invested in a far riskier way than they would have preferred.
Holland Capital Management was founded to provide a better solution.
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