Investing in our people

Our process starts with our Investment Committee. Made up of Hollencrest's founding principals, the members are directly responsible for the strategy, security selection and construction of your portfolio. This is a key benefit of choosing a smaller, more personal partner: hands-on, executive-level involvement.

From there you collaborate with a team of Hollencrest portfolio managers, traders and investment professionals. All team members are fully integrated, with open and constant communication among the groups.

Finally, our client service, marketing and operations staffs are dedicated to providing the highest level of attention and satisfaction. Working diligently, they handle every request quickly and efficiently.

Let us show you what a difference this approach can make for your bottom line.

Hollencrest is a member firm of FINRA. For more information on FINRA, please visit their website on www.finra.org.

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Principles

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Our Team


Strategic Alliances

We cultivate strong alliances with only the best accounting, law, and insurance firms available. Our strategic partners have all distinguished themselves as companies providing the same level of service excellence that we strive for here at Hollencrest. We pride ourselves in promoting their services in tandem with our investment strategies.

TRC Financial
The oldest and most established firm of its type in Southern California, TRC Financial specializes in life insurance and benefit planning.
http://www.trcfinancial.com

Raimondo Pettit Group
Certified Public Accountants, with a combination of experienced veterans of national firms and the most highly qualified graduates of top universities.
http://www.rpgcpa.com

Easton Robertson Insurance Brokers, Inc.
Easton Robertson Insurance Brokers, Inc. provides insurance and risk management solutions for clients with appreciable assets. They specialize in personalized insurance programs for Custom Homes, Jewelry and Fine Art, Automobiles including Exotics, Classics and Collections, Yachts and Excess Liability up to $100 Million.
www.eastonrobertson.com

Charles, Kane & Dye LLP
Blending the experience of a large firm with the hands-on responsiveness of a smaller one, this legal firm focuses on business and real estate, including corporate counseling, executive compensation, mergers, acquisitions and finance, private securities, small business formation, venture capital, and e-commerce.
http://www.ckdcounsel.com

Hodel Briggs Winter LLP
HBW offers world-class legal services at a competitive cost with a sharp focus on the client's needs and a boutique level of attention. Their practice covers three primary areas: business litigation, employment, and corporate/transactional.
http://hbwllp.nealbarrow.com

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Community Outreach

It is our pleasure to "give back" to the greater community that has been so good to us – and the families we serve – over the years.

Stars and Stripes
Hollencrest has been a title sponsor three years in a row for this golf & fishing fundraiser that benefits needy children throughout Orange County. Thus far, Stars & Stripes has raised over $10 million to benefit worthy organizations such as Orangewood Children's Home, Boy Scouts of America, Miracles for Kids and Big Brothers/Big Sisters of OC. www.starsandstripestournament.com

Operation Homefront
Operation Homefront provides critical financial assistance to military families in need, primarily during and after deployments. Raising over $30 million annually, 92% goes directly to military families. Hollencrest Co-Founder Rob Wolford proudly served as the National Chairman of this great organization from 2007-2009.
www.operationhomefront.net

UC Irvine Center for Investment & Wealth Management: The Paul Merage School of Business
Offering progressive and innovative educational content, this educational forum is designed to elevate the capabilities and standards for those employed in the wealth management sector. Hollencrest has been a charter sponsor since its inception.
http://merage.uci.edu/ResearchAndCenters/CIWM

Orangewood Children's Foundation
Orangewood Children's Foundation provides innovative services for abused and neglected children and at-risk families to end the cycle of child abuse one life at a time.  In their 30-year history, Orangewood has helped over 74,000 kids find their wings and soar. 
http://www.orangewoodfoundation.org/

 

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Core Teams

Portfolio Management
Christopher Duong
Cameron Akers
Nicola Theron
Sean Lee
Private Client Services
Dale Sefarian
Zach Staggs
Colleen Krueger
Aya Hanyu
Portfolio Administration
Susan Nakamura
Edrie Dalisay
Operations/Compliance
Nita Charlton
James Konon

 

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