Holmes Investment Management, Inc. provides a variety of investment and advisory services to clients. Examples of our services include:
- Portfolio construction with ongoing evaluation and analysis
- Investment planning through comprehensive financial plans
- Asset allocation and rebalancing
- Fixed income and retirement income portfolio construction and rebalancing
- Equity, Bond and Exchange Traded Funds (ETFs) analysis
- Investment advising and portfolio management based on each individual's and family's risk and return expectations
- Retirement planning, decumulation phase of your assets.
- Option strategy investing, only suitable to clients of certain income, asset and risk tolerance levels meeting firm requirements and the custodial company's (currently Fidelity) option trading agreement and requirements
- Insurance review and recommendations (we do not sell or broker insurance)