Holt-Smith Advisors

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Holt-Smith Advisors is an independent portfolio management boutique providing investment services to individuals, foundations, endowments and institutions since 1987. Based in Madison, WI, our investment experts offer customized portfolios along with regular communication and attention to your financial needs.

Company Details

Founded
-
Address
5201 East Terrace Drive, Suite 380, Madison,wi 53718,united States
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
Website
holtsmithadvisors.com
Keywords
Portfolio Management, Equity, Fixed Income, Tactical Asset Allocation.
HQ
Madison, WI
Competitors
Isthmus Partners, LLC.
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