A trusted advisor is an important component to long term financial success.  Holt-Smith Advisors has managed money for individual investors since 1987.  Our clients have brought their trusts, IRAs, SEP-IRAs, savings, joint and children’s accounts for management.   Like them, you may benefit by experiencing:

1. Confidence, knowing your investment are on the appropriate path. Holt-Smith Advisors builds confidence by providing:
   
   
   • An investment plan designed and regularly reviewed based on your unique situation
     
     
   • Coordination, as appropriate, with other members of your financial team – your tax accountant and attorney
     
     
   • Access to the investment decision-makers instead of just the “client service representatives”
     
     
   • Regular reports, web access to your account custodian and on-going discussions to make it easy for you to monitor progress 
     
     
     
2. Freedom to focus on other life issues. Holt-Smith Advisors adds to your freedom by offering:
   
   
   • A portfolio managed by qualified, experienced investment experts
     
     
   • Day-to-day portfolio monitoring and changes implemented based on market opportunities
     
     
   • An organization with a strong culture based on ethics and service
     
     
   • An independent advisor who is accountable directly to you
     
     
   • A fiduciary relationship as Registered Investment Advisors
     
     
     
3. Satisfaction generated by competitive investment returns. Holt-Smith Advisors increases your satisfaction with:
   
   
   • A successful investment philosophy built on strong foundations
     
     
   • Strategic use of tactical asset allocation
     
     
   • Diversified portfolios including use of ETFs
     
     
   • Well-researched investment ideas
     
     
   • An actively managed process with the goal to beat the investment benchmark