Welcome to

 

 Wealth Management

Holland Investment Management (HIM) is a Fee-Based, Full-Discretion Registered Investment Advisor Firm established in 2004.

At HIM, we take the responsibility of managing our clients' life savings very seriously, and therefore we follow and study the markets 24/7, 365 days a year. 

Holland Investment Management uses a Global Macro “Top Down” Investment Strategy to allocate client portfolio assets. Our goal is to diversify the portfolio using not just traditional asset classes such as stocks and bonds but also alternative asset classes which are less correlated to more traditional asset classes. After allocating the clients assets into 18 different asset classes (please see “Investment Strategy” tab of our website), we select investment managers for each asset class based on long term records of success supported by strong, stable independent institutions. Client assets are custodied at TD Ameritrade. TD Ameritrade has $1.2 Trillion in total client assets, more than 10,000 full-time employees, and 11.1 Million client accounts.


401(k) Plan Consulting

Holland Investment Management has been a Group Retirement Plan expert for over 15 years. HIM is the Investment Advisor on numerous 401(k) plans covering more than 9,500 participants.

Our services include:

  1. The establishment of employer sponsored participant directed plans.
  2. Ongoing monitoring of employer sponsored participant directed plans.
  3. Assistance in designing plan structure.
  4. The recommendation and ongoing monitoring of a plan provider (record-keeper/custodian).
  5. The recommendation and ongoing monitoring of a third-party administrator (TPA).
  6. The establishment of an Investment Policy Statement or the recommendation and ongoing monitoring of a 3(21) or 3(38) Investment Advisor.
  7. Ongoing monitoring and assistance with the selection of investment options for the IPS.
  8. Assistance with education for plan participants.

We encourage you to explore our site and should you have any questions or would like more information, please feel free to email us or call us at 817-698-9800. Thank you for visiting Holland Investment Management and we look forward to hearing from you.