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Investment Management

At Von Holt Financial Advisors, we believe our distinctive investing approach and our extraordinary level of expertise helps to set us apart.

Steady Income, Smart Growth

The success of any financial plan hinges on investment results: Too little growth—or too much volatility—and you can fall short of your most important goals.

Von Holt Financial Advisors' investment approach is designed to ensure consistent growth with a level of volatility that is compatible with your goals and risk tolerance. Through our growth-and-income style, we aim to capture total returns that help you beat inflation and reach your objectives.

Expertise Matters

Financial advisors have widely different levels of expertise. We believe that clients who entrust their wealth to an advisor deserve to work with highly credentialed experts. Investment advisor, Albert J. Von Holt, holds one of the premier designations in the financial services field: The Certified Financial Planner credentials.

Our sophisticated investing solutions are always tailored for each client's unique situation and objectives. We never use a cookie-cutter approach. With our expertise and a tireless dedication to our clients, we believe we're uniquely positioned to help you turn your plans into reality.

Client Education and Advice

We also provide education to help our clients better understand the risks they face (especially as retirees drawing down their accumulated assets), and the financial planning and investment strategies required to make their assets last. Our guidance includes:

    • Asset allocation: How to diversify your portfolio across asset classes to help achieve your goals with the least possible risk.
    • Investment recommendations: We select broadly diversified, low-cost mutual funds guided by an agreed upon Investment Policy Statement.
    • Rebalancing: Market changes and other factors can push your asset allocation from its original balance. We monitor your portfolio and periodically rebalance it to ensure you maintain an optimum mix of investments.

At Von Holt Financial Advisors, we proudly serve as our clients' advocate in both selecting appropriate investments and making sure they achieve all of their personal and financial goals.