Holland Investment Management (HIM) offers investment management through a wrap fee program, 401(k) consulting for businesses, and financial planning for individuals and families. HIM uses a global macro "top down" investment strategy, diversifying portfolios across traditional and alternative asset classes. Financial planning covers investment, business succession, retirement, estate, divorce, survivorship, insurance, and charitable planning.
Assets Under Management$54M
Clients41
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$100K
Holland Investment Management offers investment portfolio management services only through their wrap fee program. Details about the fees are disclosed in their separate Wrap Fee Program Brochure.
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