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.

WHAT TO EXPECT
Investing with Reagan Holloway is like buying a mutual fund and getting to read what the director of investments thinks every week with a personal financial concierge every day – and meeting with them both quarterly.

HOW WE WORK
Reagan Holloway is an investment consulting practice providing portfolio management. Academic insight, timely communication and a rigorous screening discipline for investments helps us provide logical, customized and appropriate portfolios. Delivering old-fashioned, genuine service and professional investment advice are the only goals of Reagan Holloway.
Our Services
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
Build Wealth
Reduce Risk
Our Relationship With Fidelity

A Unique Relationship
Reagan Holloway
and Fidelity
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.