Located in Madison, Wisconsin, Holt-Smith Advisors is a Registered Investment Advisor (RIA) with the Securities & Exchange Commission (SEC).  Since our inception in 1987, we specialize in custom-designed portfolios.  Our experienced team of investment professionals combines skills to create cohesive tactical asset allocation, equity and fixed income strategies.  These strategies are tailored to each client’s unique situation in a productive, risk-controlled portfolio.

Our portfolio management professionals have worked as a team for over ten years and have more than 70 years of combined industry experience. We believe team work is vital to client relationships and our investment decision making process.  Each team member brings their unique perspective, united in our goal of producing attractive investment returns.

For some in our profession, investing is a game of numbers or sales.  For our team, decisions are grounded in the lives we touch.

You, as our client, benefit from frequent meetings with the decision-making professionals who are responsible for the various stocks, bonds and the tactical moves.  Working with Holt-Smith Advisors, you gain the direct communication missing from mutual funds, trust departments and large brokerage firms.

Meet our team… 

Holt-Smith Advisors acts in a fiduciary role, maintaining high ethical standards.  We take our responsibilities to our clients seriously, operating under a strictly defined Code of Ethics.