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We Connect the Dots

Portfolio Consultants
with Purpose.

We are a boutique fiduciary portfolio manager on the Fidelity platform who educate and encourage clients to build a bright financial future.

Nurturing relationships with people
and fiercely protecting their assets.

Our Mission

We educate and empower our clients so they have confidence in their financial future.

Portfolio management is not about what's selling, it's about what's important — using indicators, moving averages, following earnings.

Our focus in on two things - education and transparency

The Reagan Holloway Difference

WE ARE BOUTIQUE

WE ARE BOUTIQUE

Individualized attention makes a difference. Thirty years in the investment arena has taught us there is a better way. We turn our attention to investment consulting with our education-first approach. Our clients find their financial freedom through our methods, direct management of their money and financial concierge services.

Our delivery is different, and we own that.

WE ARE ACADEMIC

WE ARE ACADEMIC

We’re lifelong learners. We value knowledge and the importance of sharing it. We connect the dots in the financial industry with a real-world explanation and unpack information that empowers our clients. We are the antithesis of sales-oriented portfolio management.

Research over sales equals success.

WE ARE SPECIALIZED

WE ARE SPECIALIZED

We study the markets with a relentless focus. Then, we build a portfolio designed specifically for you housed on the Fidelity platform. The icing on the cake is our personal customer service and account management.

We don’t do it all; we do what we’re great at.

We have a simple, six-step process

How We Work
with You

Our focus is to educate, putting you first in every decision and regularly reviewing assets with you – building strategies that fit your priorities and objectives.

"Financial matters can be complex, so we take the time to explain the process of investing – one step at a time. When people understand their money, where it goes and how to invest it, they are empowered."

1

Come on in.
Meet with Christy, our Relationship Manager, for an informal introduction to the firm.

2

Leave it to us.
When you're ready, drop off copies of your financial documents for us to organize and assess.

3

Real talk.
Meet Keith for a deep discussion and Q & A. (He’ll tell you he will see you in two weeks – you won’t sign anything or pay anything.)

4

The tough stuff.
Keith will present a strategy and custom portfolio; you’ll review it in detail and only put it in play when you’re ready.

5

Read all about it.
Receive the Reagan Holloway weekly newsletter that will detail everything current in the markets and industry.

6

Keeping it current.
Meet quarterly with Christy and Keith. 30% of each meeting includes portfolio review; 70% is discussion of the financial climate and education.

What We Offer

Reagan Holloway is a boutique fiduciary portfolio manager on the Fidelity platform that educates and encourages clients to build a bright financial future. We are academic, relatable, and focused on research and results which build trust with each unique client.

Let us help connect the dots financially.

Investment Consulting and
Portfolio Management

Our Services

Reagan Holloway provides its clients with no-cost consultations and a variety of wealth management services:

  • Portfolio Management – Academically-designed, model-driven, fiduciary services
  • Investment Consulting — Ongoing investment advice for set fee
  •  Asset Management — Stocks, bonds, mutual funds, fee-based accounts
  • Wealth Transfer – Family planning, generation-skipping, tax considerations
  • Educational – Newsletter service, consultations, seminars
  • Retirement Planning— IRAs, Roth IRAs, Inherited IRAs, IRA Rollovers, 401K Plans
  • Employer Retirement Plans — 401k plan set up, Simple & SEP IRAs
  • Financial Planning — In-depth financial analysis
  • College Savings — 529 plans, educational IRAs & TODs
  • Estate Planning/Trust Services – Coordinate with experienced professionals

Meet the Principals

They’ve worked together for more than 15 years with a strong value of customer service to a sincere level of intimate friendship with their clients. Meet Christy, the relationship manager and Keith, the portfolio manager.

Keith C. Reagan, Sr.
Portfolio Manager

Keith has been a registered financial advisor for more than 30 years and was recently recognized as a Five-Star Wealth Manager for a seventh year in a row as seen in The Wall Street Journal. Keith graduated from the College of William & Mary in 1988 and is currently an instructor at W&M with the Osher Institute. His post-graduate work includes executive education at The Wharton School of Business. Learn more about Keith. 

Christy R. Holloway
Relationship Manager

Christy has worked with Keith Reagan for more than 15 years. Having earned her Securities Licenses 7 and 66, she began as an administrative assistant. A graduate of Christopher Newport University with a Bachelor of Business Administration in Marketing, Christy became a partner in 2016. Learn more about Christy.