Holt-Smith Advisors opened its doors in August, 1987, offering our Large Cap Growth equity strategy with an Intermediate Active Duration fixed income approach.  These investment styles were originally offered individually and combined in balanced accounts.

Over the years, additional in-house equity strategies have been established, including our Large Cap Value and Mid-Cap Growth.  We offer municipal bond management for individuals seeking greater tax efficiency.

As the investment environment increased in complexity, we developed our Tactical Asset Allocation strategy which is actively managed to take advantage of changing market opportunities.  This strategy uses a combination of our in-house products and exchange traded funds (ETFs) to offer the most efficient and effective diversified structure.

Today, Holt-Smith Advisors offers our various strategies to individuals as well as corporate retirement plans, endowments, foundations, public pension plans and insurance companies.