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Holland Duell Financial Strategies

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Holland Duell Financial Strategies

Overview:

Welcome to Holland Duell Financial Strategies' home page. We are a fee-only financial services firm that believes the foundation for wealth accumulation and management is based upon a well designed and soundly executed financial plan.

We further believe that an essential pillar of the financial plan is proper asset management in accordance with one’s goals and within their risk tolerance. This is best achieved through diversification among the various asset classes which can reduce the risk inherent in investing. We achieve this diversification through what we call asset class investing with the use of low cost institutional mutual funds that replicate the asset classes appropriate to your risk level.

All services are offered on a fee-only basis. All income is received from the client. As a fee-only company, we receive no commissions from the sale of financial products. We work for you, not for a brokerage, mutual fund, or insurance company. This eliminates any conflict of interest and temptation to incur transactions that are not in the best interest of our clients.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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