Investment Management in Atlanta, GA

Q: How do you approach risk management in Atlanta GA?

Risk management is a key part of our investment philosophy. We create customized portfolios aligned with your risk tolerance using individual stocks, bonds, and low-fee ETFs to protect your wealth during market downturns and maintain tax efficiency.

Q: What type of clients do you specialize in?

We specialize in serving high-income and high-net-worth individuals who require advanced strategies for long-term wealth preservation and growth. Our services are ideal for clients with significant assets seeking strategic investment management in Atlanta.

Q: Can you explain your fee structure?

Our approach minimizes costs by using individual stocks, bonds, and hand-picked low-fee ETFs. We aim to deliver high-quality, tax-efficient investment management aligned with your financial objectives.

Q: What is your process for implementing an investment strategy?

After proposing a strategy, we implement it through discretionary investment management in Charlotte NC. We make proactive decisions on your behalf to adapt your portfolio as tax laws and economic conditions evolve.

Q: How do you ensure tax efficiency in your investment strategies?

We enhance tax efficiency through strategies like tax loss harvesting and alternative investments, helping you offset capital gains and pursue better after-tax returns.

Q: What kind of returns can I expect?

We don’t guarantee returns, but we focus on achieving strong after-tax, risk-adjusted results. Our goal is to grow your wealth while minimizing downside risk and maintaining long-term performance.

Too often, financial advisors focus primarily on maximizing returns. Less attention is paid to positioning you for downturns and volatility. While that might work during bull markets, you may find out that your money was not adequately prepared for market shocks or bear markets. When outsize losses occur, you’re often told to just wait it out.

We don’t agree with that approach.

Instead, we prioritize wealth preservation alongside growth.

At Holland Capital Management, we help high-income and high net worth people take better care of their money. Yes, it requires more effort than simply diversifying your money across a range of mutual funds and letting it rise and fall with the market.

Holland Capital Management in Atlanta, GA

The first thing to consider when looking to find a financial advisor in Atlanta, GA: who are the team members? That’s critical since your financial well-being requires a lot more than just portfolio management. Along with attention to investments, you will likely need other services in Atlanta, GA.

M. Chad Holland CFA, CFP®

Right Investment Management in Atlanta, GA

When you’re just starting out, mutual fund portfolios or simplistic passive strategies can be fine. But as your wealth grows, you need more focus on strategy so you can preserve what you’ve built and generate sustainable growth.

At Holland Capital Management, you’ll get investment management in Charlotte from a Chartered Financial Analyst® and CFP®. We specialize in serving high net worth and high-income people, so we can help you with advanced strategies that strive to achieve better risk-adjusted returns,

What Can Our Atlanta Financial Advisors Do For You?

Instead, here’s what you can expect from us:

And we don’t just strive to match the market since that can mean large drops in market downturns. Instead, we aim to generate higher after-tax, risk-adjusted returns, especially during volatile times.

What We Can Do For You

Our Investment Management philosophy is based on the premise that once you’ve created wealth, it is more important than ever to preserve it. Consequently, our Charlotte investment management includes both defensive and offensive strategies.

Here’s a preview of what our Investment Management service covers:

Understanding your financial goals: Through an intense yet structured “Getting to Know You” process, we’ll understand what your financial goals are. Then, we’ll help you prioritize the short, medium and long-term financial objectives you’d like to accomplish.
Analyze a point-in-time snapshot: The next step is to analyze where you are today, in terms of your savings, assets and current investment portfolio. We’ll look at all your assets, including real estate, or other alternative assets. Sometimes, this phase of our review results in actionable steps that can immediately benefit you – like some strategic tax loss harvesting that allows you to shift to similar investments but offset capital gains. Or we may find better after-tax opportunities for you using alternative investments or other strategies.
Proposing an investment strategy:: With that information in hand, our Financial Planner will work hand-in-hand with your Portfolio Manager to create a comprehensive customized investment strategy best suited to your needs. We’ll always pay attention to tax-efficiency to maximize your after-tax results.
Implementing the plan: Our discretionary investment management in Charlotte NC is dynamic. We guide you through life changes and make decisions on your behalf to optimize your portfolio as tax laws or economic conditions change.
Watching over your investments: We’ll monitor and review your investments, plans and strategies in light of changing investment climates. We’ll always stay on the lookout for new opportunities, and we’ll keep you fully informed with frequent updates.

Frequently Asked Questions

+ How do you approach risk management in Atlanta GA?

Risk management is a cornerstone of our investment philosophy. We understand the importance of safeguarding your wealth during market downturns. Our strategies include customized portfolios designed to meet your specific needs and risk tolerance, using individual stocks, bonds, and low-fee ETFs to minimize fees and maximize tax control.

+ What type of clients do you specialize in?

We specialize in serving high-income and high net worth individuals. Our services are tailored to those who need advanced strategies to preserve and grow their wealth sustainably. If you have significant assets and are looking for a more strategic approach to investment management in Atlanta, we are well suited to meet your needs.

+ Can you explain your fee structure?

We use individual stocks, bonds, and hand-picked low-fee ETFs to minimize fees and maximize your control over taxes. Our goal is to ensure you receive high-quality investment management services that are cost-effective and aligned with your financial goals.

+ What is your process for implementing an investment strategy?

Once we have proposed an investment strategy, we implement it through our discretionary investment management in Charlotte NC. This means we make decisions on your behalf to optimize your portfolio as tax laws or economic conditions change, ensuring your investments are always aligned with your financial objectives.

+ How do you ensure tax efficiency in your investment strategies?

We pay close attention to tax efficiency by utilizing strategies such as tax loss harvesting, which allows you to offset capital gains. We also explore better after-tax opportunities using alternative investments and other strategies to ensure you achieve the best possible after-tax results.

+ What kind of returns can I expect?

While we do not guarantee specific returns, our objective is to generate higher after-tax, risk-adjusted returns, especially during volatile times. Our focus on both growth and wealth preservation helps to mitigate risks and optimize performance over the long term.