Keeping a solid financial profile is critical because we all know we cannot control or predict the short-term ups and downs in the markets or economy. Here at Holloway Investments, we create diversified portfolios in the context of your overall asset base, not just those assets we manage. We take a holistic view of your assets that helps us create a portfolio that is appropriate given your time horizon, cash flow requirements, and your risk profile. Your past experiences will influence your portfolio as well. We will seek to create a diversified portfolio around the following aspects:

• Financial and investment goals
• Tax environment
• Current portfolio holdings
• Portfolio cash flow requirements
• Time horizon

Once we have an understanding of where you are coming from, and what goals are most important to you, the client, we can then create a customized investment strategy.