Holder & Company, Inc.

Overview

Holder & Company, Inc. is a small, equity-focused advisory firm organized as a corporation and owned by an individual. The firm’s stated activity is portfolio management for individuals and small businesses and it charges clients on a percentage-of-assets-under-management basis. Holder & Company shows a clear preference for publicly traded equities as the primary building block of client portfolios; that focus drives its investment activity and position sizing across client accounts. The firm is not positioned as a multi-state adviser, pension consultant, or active ESG investor. Holder & Company operates with both discretionary and non-discretionary mandates, which allows it to deliver model-driven portfolio management for clients who give trading authority while also accommodating clients who retain control over trade decisions. The client base is concentrated on individual and family relationships rather than institutional or retirement-plan mandates.

Assets & Accounts

Public Holdings

Location & Offices