Why Hollencrest?

Overview

Hollencrest Capital Management is a wealth management firm with over $1 billion in client assets, which services high net worth investors and private business owners across the country. Hollencrest works together with its clients to develop more than just financial results...

Philosophy

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.

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.

Our Team

Hollencrest is a wealth management firm with over $1 billion in firm assets, that services high net worth investors and private business owners across the country. We provide access to some of the better hedge funds and fund of funds as well as innovative investment and wealth management ideas. For many clients, Hollencrest specializes in coordinating a holistic approach to the delivery of comprehensive and harmonized services from complimentary professionals: CPAs, Attorneys, Risk Managers, Investment Bankers, etc.

Our Mission Statement

To consistently provide investment advisory services that result in superior performance, and meet client goals and objectives. To build long-term, mutually beneficial relationships based on trust and integrity. To always exhibit a high degree of professionalism, community involvement and industry leadership.

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