Holt-Smith Advisors opened its doors in August 1987, and within 15 years the company was ranked #1 among the “World’s Best Money Managers in the U.S.” by Nelson Information (now Thomson Financial) for ten-year performance in large cap growth -- a stellar achievement that shows we’re committed to solid, long-term appreciation for our clients.

Today, Holt-Smith manages Mid and Large Cap Growth and Large Cap Value equities, fixed income and diversified portfolios. Our clients include high net worth individuals as well as corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies.

In all we do at Holt-Smith, we hold that “Enduring excellence is the hallmark of a classic.”

Enduring excellence is a substantial performance track record for our clients.
Over the last 15 years, we’ve been ranked among the Top Ten large cap growth managers by industry watchers Nelson’s, PSN, Pensions and Investments, and Money Manager Review more than 20 times. Yet it wasn’t until Holt-Smith was profiled in Business Week (December 2001) as a “Small Wonder,” that the secret our clients already knew was brought to a wider public.

Enduring excellence is client relationships that last.
Among our high net worth clients, we are now working with second- and third-generations of families we’ve known since our founding. Communication is a paramount tenet in how we work with all clients. They have direct contact with investment team members so they get first-hand insights into their holdings, and they are kept updated on changes and performance in the portfolio with regular reports, meetings and conference calls.

Enduring excellence is a disciplined, thoughtful and successful investment process.
Holt-Smith growth portfolios are invested in companies diligently researched for strong fundamentals and attractive valuation. The bottom-up philosophy focuses on companies that can grow earnings at an above-average rate over a period of years, allowing our clients’ assets to appreciate over the long run as well. Discipline, experience and risk control are married with forward thinking. Our concentrated style keeps us focused on our best ideas. Coupled with long-term holding periods, this generally minimizes capital gains taxes.

Enduring excellence is continuity of key personnel.
Our Senior Portfolio Managers have been working together for over 15 years, delivering solid returns. Stable leadership keeps the firm focused on its vision. The company has grown through the addition of like minds – innovative, yet fundamentally-based analysts and portfolio managers. Portfolios are team-managed, ensuring back-up on clients’ accounts.

Enduring excellence remains our pledge to all new clients.