Holderness Investments Co

Overview

Holderness Investments Co is an independent, SEC-registered registered investment adviser operating as a corporation since the mid-1990s. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that also selects outside managers. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutions, along with the selection of third‑party advisers. Fee arrangements combine asset-based fees with hourly and fixed-fee engagements. The firm is not identified as an ESG investor, and it does not present itself as a multi-state or newly formed adviser. Holderness reports relationships with professional service firms, listing industry affiliations that include an accountant and an insurance company. Those affiliations, together with its capital-allocator role, suggest the firm blends in-house portfolio management with outsourced manager and product selection for clients with varying needs.

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Public Holdings

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Location & Offices