Holt-Smith Advisors is the portfolio management firm for you if you are looking for:

Confident Investment Management
Your portfolio is in the hands of a firm ranked numerous times among the world’s best money managers. Out-performing Wall Street requires “beyond Wall Street” thinking. Yet risk remains controlled. Holt-Smith combines a classic approach to wealth management with an educated boldness.

Competent Professionals
You can feel secure with the experience and expertise of Holt-Smith Advisors’ investment staff, with over half of our equity investment team credentialed as Chartered Financial Analyst charterholders. The Senior Portfolio Managers leading our investment process today were integral in its original development.

Conscientious Focus on Achieving your Goals
Your goals are best accomplished through big-picture, long-term investment decision-making and a long-term relationship with your advisors. We are dedicated to keeping you informed, comfortable and earning attractive returns. Because our service team is designed to know you well, we anticipate your needs and are responsive to your requests.