Holland Capital Management LLC
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Wealth Management Refined

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Simplifying Complexity for Entrepreneurs & High Net Worth Individuals and Families
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How We Are Different

Discover how Holland Capital Management’s unique approach can help you feel more confident about your money.

Keep Your Money Working In Good And Bad Markets

Wealth management today is commoditized. That often means more attention to increasing firm profit margins than caring for your assets. You may work with a “relationship manager,” but your money is often managed by those you may never meet.
That often results in reactive rather than proactive management. Then when the market drops, you are expected to wait it out.
We believe in defensive as well as offensive financial planning and investment strategies so you can strive to do better than the market. The result? The potential for higher after-tax, risk-adjusted returns, especially during times of extreme volatility.
The CFA® Difference
Our team includes a Chartered Financial Analyst®. Regarded by many as the most difficult credential to attain, you can expect an in depth analysis with less guesswork.
Attention from Specialists
As your wealth grows, relying on one financial advisor may create blind spots. At Holland Capital Management, you’ll get service from a team of specialists…all working together for your best results.
Fiduciary Service
In an industry rife with conflicts of interest, you need someone on your side. Our all-fiduciary team helps ensure you get objective advice that’s in your best interest.

Preservation Is The Most Overlooked Principle of Wealth Management

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That often results in reactive rather than proactive management. Then when the market drops, you are expected to wait it out.
That’s why we’re different. At Holland Capital Management, you work directly with a seasoned, highly credentialed professional, who coordinates a team of specialists to meet your needs.
You’ll have a single point of contact, but you will receive attention directly from this hand-picked team with expertise in different areas of wealth management. By working together on your behalf, we minimize your blind spots and help you make the most of your resources.

Our Process

Discover a completely different approach to wealth management at Holland Capital Management: always customized to your unique needs and always putting your interests first.

What Can Holland Capital Management Do For You?

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You’ll get complete wealth management services in a boutique setting giving you the attentive service you deserve.

Financial planning and retirement planning from a CERTIFIED FINANCIAL PLANNER™

An investment management process designed to generate higher after-tax, risk-adjusted returns

Trust advisory, coordinated directly with your existing CPA and private legal counsel (or our vetted recommendations), to help you maximize tax, estate planning and asset protection opportunities

Life insurance, both for protection and advanced financial planning strategies

Flexible lending options so you can tap your wealth when needed without hassles

All services are provided with a single point of contact, saving you time and headaches. Your assets are held with a leading independent custodian, providing security, safekeeping, and independent reporting.

Can Holland Capital Management Help You Achieve Your Goals?

Schedule a complimentary, no-obligation second opinion.
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What We Do

Providing all the expertise and services you need to preserve, strengthen and grow your wealth from one coordinated source.
Comprehensive financial planning and retirement planning from a CERTIFIED FINANCIAL PLANNER™
An investment management process designed to generate higher after-tax, risk-adjusted returns
Trust advisory, coordinated directly with your existing CPA and private legal counsel (or our vetted recommendations), to help you maximize tax, estate planning and asset protection opportunities
Life insurance, both for protection and advanced financial planning strategies
Flexible lending options so you can tap your wealth when needed without hassles

Preserve, Strengthen and Grow Your Wealth

Financial advisors and wealth managers like to focus on making money. That’s fine, but they often forget something in the process—capital preservation.
That should be rule number one. But all too frequently, the downside risk is ignored until losses have occurred. Then you are often told to wait it out.
But that’s not acceptable. Shouldn’t your investment manager do a better job of preventing losses than you could on your own?
We think so.
That’s why our focus is helping you keep what you’ve worked so hard to build.
But we don’t stop there. We’re here to help you with all parts of your financial life.
These services are provided by hand-picked specialists, so you only deal with experienced professionals.

Strategies for Wealth Preservation and Growth

Our investment management philosophy prioritizes asset preservation along with prudent growth. Here’s how it works.

We believe every asset in your portfolio should serve a specific purpose. So each holding should strengthen your portfolio. We don’t set it and forget it….assets are continually evaluated and switched out when appropriate.

We ensure that you avoid risks that you are not being adequately compensated for. That may mean not stretching for yield with low-quality assets. Or it may mean moving to interest-earning cash equivalents when the markets start to get rocky. By doing that, we strive to help you minimize losses in volatile markets.

We believe in always having some dry powder to take advantage of opportunities when they arise.

We look for growth with less risk by identifying mispriced assets.

We measure success on an after-tax, risk-adjusted basis.

Benefit from our Multi-Disciplinary Approach

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Today’s climate is complex. Between economic and geopolitical uncertainty driving markets to fast-changing tax laws, there’s much to do to build and maintain your wealth.
Far more than just one generalist can handle.
That’s why at Holland Capital Management, we take a different approach.
Instead of working with just one financial advisor, you get a team of specialists focused on your financial results.

Financial planning from M. Chad Holland, CFA, CFP™ to chart your course while shoring up blind spots and vulnerabilities.

Customized investment management by a GIPS® compliant money manager.

Trust advisory services, so you can access more sophisticated tax, estate planning and asset protection strategies.

Portfolio lending, so you can easily access funds when you need to.

Life insurance analysis and products for estate and tax planning.

More attention to risk management from our entire team.

Unlimited support, so we're always just an email or phone call away.

These specialists are coordinated by Chad, who acts as your direct contact. We also work directly with your CPA, private legal counsel and other trusted advisors, so we can discuss, coordinate and smoothly implement strategies on your behalf.
This way, you’re not dealing with junior associates who may or may not have the skills to handle your money. You’re only dealing with seasoned professionals who can help you make the most of your resources.

Our Team

Learn how our unique structure streamlines your wealth management experience, helping you get the expertise you need without the headaches of coordinating it all yourself.

The Right Team

At Holland Capital Management, you work with seasoned professionals who each have decades of experience managing wealth. This unique multi-disciplinary approach is coordinated by M. Chad Holland, CFA, CFP®.

Insights

Explore practical financial insights (and get to know us!) on Holland Capital Management’s informative blog.
M. Chad Holland, CFA, CFP®

Individual Bonds Vs Bond Funds Or ETFs: What Works Best? 

Navigating the world of investments is complex, partly because of the extensive choices available to investors today. Bonds tend to often cause even more confusion. That’s no surprise since most people understand stocks but not necessarily the realm of debt and yields…

Read More »
M. Chad Holland, CFA, CFP® March 21, 2024

Can Holland Capital Management Help You Achieve Your Goals?

Schedule a complimentary, no-obligation second opinion.
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15720 Brixham Hill Avenue
Suite 300
Charlotte, NC 28277
United States

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Investment advisory services offered through Holland Capital Management, a registered investment advisor. Holland Capital Management is also licensed as an insurance agency in the state of North Carolina.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
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