INTRODUCTION

Holt-Smith Advisors provides Wealth Management solutions to fit your life situation, risk tolerances and long-term financial objectives.   Working together with you, we construct a customized investment portfolio anchored in the strength of our actively managed proprietary equity and fixed income products.

Recognizing that your investments are affected by your goals and objectives with respect to other financial matters, we offer guidance and advice on a variety of matters, including:  gift and estate planning, retirement planning, philanthropy, education funding, business succession planning and long-term care.

Built on Trust

Holt-Smith Advisors is an independent, majority women owned, investment advisory firm based in Madison, Wisconsin.   Since our inception in 1987, we have earned the trust of a diverse clientele, from high net-worth individuals to endowments and foundations, religious organizations, and public and corporate pension plans.

Focused on Relationships

You are our focus, and understanding your particular situation is central to managing your wealth.   The first step in building this understanding is an in-depth discussion of your financial goals and aspirations together with a detailed review of your investment experience, tax status, income needs, time horizon and current investments.   We meet with you regularly to review and discuss your investment portfolio, changes in your needs and goals, portfolio modifications, and performance.   To the extent you so desire, we provide instruction and guidance on investing and investment principals to enable you and/or other family members to become more informed and knowledgeable investors.

Designed for Success

We believe in providing our clients with the investment solutions and financial guidance to enable them to effectively grow, protect and transfer their wealth.   Our clients value our ability to streamline the complexities of wealth management and the freedom and peace of mind that it brings them.

See: The HSA Advantage