Holt and Shapard Capital Management (HSCM) is a discretionary, fee-based investment advisory firm catering primarily to individual investors. We manage retirement, trust, and specialty accounts with a $100,000 minimum (negotiable). Our broker dealer, Charles Schwab, provides custodial services, including monthly statements, trade confirmations, tax reports, and access to real-time portfolio quotes via the Internet.
The company was founded in 2002 by Wistar Holt and Charles Shapard with a value-based investment philosophy.
Past performance of any market does not guarantee future performance will be the same.
Past performance is no guarantee of future results. Individual investors' results may vary.
Information provided on this web-site is for informational purposes only and should not be considered as an offer to buy or sell securities or as investment advice.
Local: (314) 367-6300
Toll Free: (877) 367-6300
Fax: (314) 367-6355
Holt & Shapard Capital Management, LLC
212 N Kingshighway Blvd, Suite 1027
Saint Louis, MO 63108