What We Do
The Reagan Holloway team offers a two-fold advantage:
It’s a boutique style firm with educated, hands-on financial advisors who offer independent portfolio advice.
Our services are focused on our strengths. We don’t try to be all things to all people.
We focus on helping clients in the ways we are most experienced.
Our Two Big Goals
Our Relationship With Fidelity
A Unique Relationship
Reagan Holloway is a portfolio manager on the Fidelity platform. Fidelity, a custodian, is a financial institution that has certain regulatory responsibilities for an investor’s securities. Investments of Reagan Holloway clients are placed in custody with Fidelity – one of the largest clearing providers in the industry. A clearing firm is an organization that, among other things, handles the execution, clearance and settlement of transactions. When investors select a financial advisor, considering who they use to custody their investments can be critical.
Because the firm is privately owned, Fidelity is able to make decisions based on long-term benefits – not short-term gains – for the investors it serves. For example, Fidelity has a history of reinvesting a large portion of its profits in technology and services, which can help enhance the products offered to clients.
Reagan Holloway’s selection of Fidelity Investments, one of the largest providers of financial services in the nation, enables us to offer the products, services and investments that can go a long way toward helping our clients meet their goals.
The Reagan Holloway Contingency and Succession Plan
Our clients turn to us because they trust us. In fact, they can not only count on us as fiduciaries to manage their portfolios in their best interest always but can also trust that we have plans in place if something unplanned would happen to our firm’s partners. We believe we are an important part of your life, and part of that means you are taken care of – no matter what.
The R/H Contingency and Succession Plan includes our solid and long-term relationship with Fidelity, our custodial partner and ensures:
• You would have the same access to your funds that you do today. Nothing would change.
• You and your investments and portfolio are protected and accessible.