Services

Hollencrest manages separate account portfolios and alternative investments for individual high net worth investors. All portfolios are managed on a team basis, whereby all Investment Committee members participate in the decision making process and each client is assigned a dedicated team of professionals to their account. As a result no portfolio manager will have sole responsibility for a specific account. This allows the workload to be evenly distributed among the portfolio managers and investment professionals and enables our clients to receive the highest quality of client service at all times.

In addition to the Strategies shown below, our clients investing in multiple asset classes, can apply either a static asset allocation approach or take advantage of Hollencrest's dynamic Tactical Asset Allocation overlay to their investment portfolio.

Hollencrest Service Overview

Hollencrest provides a broad and robust range of investment services designed to meet the unique financial goals and objectives of each and every client.

Hollencrest Portfolio Theory

Hollencrest Capital Management employs an investment philosophy that relies heavily on the conceptual underpinnings of Modern Portfolio Theory. Modern Portfolio Theory is an investment discipline that studies the investment returns and risk profiles of different asset classes, and in particular, how those investment returns and risk profiles behave in relationship to each other. Certain asset classes behave differently depending on certain macroeconomic variables: Are interest rates rising or falling? Is the economy growing or contracting? Is the dollar strengthening or weakening? Are trade balances widening or contracting?

Alternative Investing

Hollencrest offers qualified individuals the opportunity to diversify their portfolio with the following innovative products. These alternative investments seek to provide your portfolio with investment flexibility (ability to short, use leverage and derivatives and invest in many markets), reduced volatility, and long-term capital appreciation*.

Equities

Hollencrest's Equity Process effectively incorporates a focus on capitalizations , allocations , techniques and securities in its assembly of efficient client portfolios. Capitalizations: Hollencrest has a comprehensive equity management methodology that incorporates the following capitalizations (caps):

Fixed Income

Hollencrest's Fixed Income Process [as diagrammed in Figure 1 below] effectively incorporates a focus on attributes, allocations, techniques and securities in its assembly of efficient client portfolios. Attributes: Hollencrest's Fixed Income (bond) Strategies focus on several attributes:

Customized Investment Policy Statement

We believe that the cornerstone to successful investing is the development, implementation, and monitoring of a custom Investment Policy Statement. Every client of Hollencrest Capital Management is provided a custom Investment Policy Statement, or IPS, which details their individual investment plan. The IPS articulates a client’s current financial situation, risk tolerance, investment goals, time horizon, income requirements, and target asset allocation. Assets will not be invested until the client is comfortable with the management process and has signed the IPS. Understanding your investment parameters allows us to build a realistic and long-term plan.

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