Private Wealth

Senior Couple from 123rfSince our founding, we have specialized in portfolio management for individuals and families. We place the highest priority on our stewardship responsibility.  We would not choose an investment for our clients that we would not personally invest in ourselves.  Normally, Holderness maintains discretionary trading authority over the account and makes buy/sell decisions based on our research conclusions. 

One area of focus has been “multigenerational” investment management.  Legacy families have relied on us to help them preserve wealth for their entire family including children and grandchildren.  Many clients establish trusts to accomplish these goals, and we also aid in estate planning regarding best practices for wealth transfer to the next generation.   

Holderness can customize these investments based on a client’s specific requests (e.g., investing in a specific sector/stock). Client service is handled by the Holderness team, and we can cater to unique client needs through cash management or trading services. Clients are scheduled for reviews of their performance and investment goals, and may call our office at any time to discuss their accounts. Holderness will also maintain non-discretionary accounts for clients under this solution if they have existing investments they would like to hold. 

Investment Process: