From Holloway Investments
We are an independent firm and we enjoy servicing our clients on a personalized, one-on-one basis. This allows us to get to know our clients in-depth, and we have developed many long-standing client relationships. We are not encumbered by or tied to a traditional Wall Street or insurance company. These types of companies may offer limited solutions, or may be in conflict with our clients’ best interest. We have neither soft dollar relations nor in-house products with money managers that might influence us. Our interests are aligned with those of our clients. In addition, the fact that we do not act as custodian for any client assets allows us to remain independent and offer you unbiased solutions.
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