Holt and Shapard Capital Management is an independent investment advisor, registered with the SEC, and welcomes clients of all types. We are equipped to handle individual, corporate, retirement, trust, and specialty accounts. We offer management on a discretionary and non-discretionary basis, although the vast majority of accounts are discretionary. The broker dealer we use will provide typical investment services such as monthly account statements and real-time portfolio access via Internet.
There are a number of opportunities to learn more about our company and how we can serve your investment needs.
- By Appointment - visit our offices at the historic Chase Park Plaza or we will come to your home or office
- By Telephone - Call anytime for a portfolio assessment or with any other questions
- By Seminar - Attend one of our seminars to meet the staff and learn about our view of the economy, markets, and our strategy. To be notified when we are having a seminar, please add your name to the mailing list using the link below.
- By Mail - be a part of the group that receives periodic information about our views of the markets and economy.
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Click Here to add your name
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" Big profits have already been made by those who bought gold and gold shares two or three years ago. But this is nothing compared to what I see ahead - as the bull market in gold moves on. We are now in the accumulation phase of the bull market. This is the phase where seasoned, knowledgeable investors build their positions, while the public is ignorant of what's happening or when the public actually dislikes the very product which could make them a future fortune. The secret to all of this is the necessity to ACT. Knowledge is wonderful, but in this business, knowledge is not worth a "dime" unless you have the courage to "pull the trigger" - to ACT" Richard Russell
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