Holland Investment Management

Financial consultant in North Richland Hills, TX (show on map)

Fee-based, full-discretion Registered Investment Advisor firm offering wealth management and 401(k) plan consulting services.

Call (817) 698-9800

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About

Holland Investment Management (HIM) is a Texas State Securities Board registered investment advisor located in Fort Worth, TX. Established in February 2004, HIM provides fee-based, full-discretion investment advisory services with a fiduciary duty to its clients.

HIM uses a Global Macro “Top Down” Investment Strategy to allocate client portfolio assets across 18 different asset classes, offering 5 risk-based investment portfolios tailored to clients' financial situations, investment timeframes, and risk tolerances. The firm emphasizes constant market vigilance, risk management across various risk categories, and custodial services through Charles Schwab. HIM has received the 13-Year Winner of the Five Star Wealth Manager Award.

Fee-based, full-discretion investment advisory services

Global Macro ‘Top Down’ Investment Strategy

5 risk-based investment portfolios

Constant market vigilance and risk management

Custody through Charles Schwab

Services

Wealth Management

Fee-based, full-discretion investment advisory services with a fiduciary duty to clients.

Global Macro ‘Top Down’ Investment Strategy 18 asset classes allocation 5 risk-based investment portfolios Daily, weekly, and monthly risk monitoring

401(k) Plan Consulting

Expertise in managing and consulting 401(k) plans for corporate sponsors.

Corporate sponsor reliance Fee-based approach Full discretion model

Credentials & Certifications

Registered Investment Advisor

Since 2004-02-01

Five Star Wealth Manager Award

Since 2012

Frequently Asked Questions

What is the investment strategy used by Holland Investment Management? +

Holland Investment Management uses a Global Macro ‘Top Down’ Investment Strategy to allocate client portfolio assets across 18 different asset classes, selecting investment managers based on long-term records of success.

What types of services does Holland Investment Management offer? +

Holland Investment Management offers wealth management and 401(k) plan consulting services, both provided on a fee-based, full-discretion, fiduciary basis.

Who are the key personnel at Holland Investment Management? +

Key personnel include Gary Holland (Investment Adviser), Rachel Maloney (Office Manager), and Katherine Nolte (Investment Advisor Representative).

What is the risk management approach at Holland Investment Management? +

Holland Investment Management evaluates and monitors risks for each holding in the portfolio, including equity risk, interest rate risk, credit risk, commodity price risk, inflation risk, deflation risk, rising US dollar risk, asset class concentration risk, individual sector risk, individual security risk, liquidity risk, counter-party risk, and derivatives risk.

Where are client assets custodied? +

Client assets are custodied at Charles Schwab, a member of SIPC with $11 trillion in total client assets.

What awards has Holland Investment Management received? +

Holland Investment Management is a 13-Year Winner of the Five Star Wealth Manager Award.