Account Types

Holderness Investments Company manages an array of account types:

  • Taxable Individual Accounts
  • Charitable Endowments
  • Corporate Accounts
  • Retirement Accounts
    • IRA
    • 401k
    • Pension and Profit Sharing Plans
    • Self Directed Retirement Plan Accounts

Holderness recommends a minimum account size of $1,000,000. 
Note: Holderness will consider a lower investment minimum based on individual circumstances or availability through a Broker/Dealer platform