Holderness Investments Company
Investment Management Company
Why pick this one
Holderness Investments has served clients since 1995 as a registered investment adviser specializing in custom investment management for high-net-worth, multi-generational families.
Best for
- High-net-worth, multi-generational families planning legacy wealth
- Clients needing coordinated investment, estate, tax, and retirement planning
- Investors seeking individualized portfolios based on goals, time horizon, and risk tolerance
- Clients who want investment coordination with attorneys, accountants, and other advisors
Look elsewhere if
- Clients seeking emergency or rapid-response financial services
- Clients seeking a purely transactional investment service without comprehensive planning
Specialties
- custom investment management
- comprehensive financial planning
- estate planning review
- income tax coordination
- legacy investment planning for high-net-worth, multi-generational families
Certifications
- Registered investment adviser
What makes them different
- Serving clients since 1995
- Fiduciary responsibility as a registered investment adviser
- In-house research of individual stocks and investments
- Coordination with clients' attorneys, accountants, and other financial professionals
- Portfolio strategies based on individual goals, time horizon, and risk tolerance
Distilled from this business's own website.
Contact & Location
- Address
- 2102 N Elm St Ste C, Greensboro, NC 27408-5100
- Phone
- 13365741400
- Website
- https://www.holdernessinvestments.com
Services
- investment management
- wealth management
- financial planning
- estate planning coordination
- tax-efficient portfolio coordination