HOLLAND ADVISORY SERVICES, INC.

Overview

Holland Advisory Services, Inc. is an independent registered investment adviser that focuses on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm runs a fee model that includes a percentage of assets under management, hourly charges and fixed fees, and serves both individual/family and institutional clients. Holland tends to build portfolios using public funds and mutual funds as the primary vehicle, but it also allocates to alternative exposures — notably digital currency — through third‑party managers. The adviser is not positioned as an active ESG investor. Investment activity shows a clear tilt toward liquid, pooled products: public funds and ETFs make up the bulk of the firm’s equity exposure, with concentrated use of broad market index ETFs. Holland is not a capital allocator in the sense of running its own private funds; instead it sources external managers and mutual fund strategies to implement client mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices