Holmes Investment Management, Inc. is a registered investment adviser in the Commonwealth of Massachusetts. This website is intended for general information only, and is not intended as an offer of services. Holmes Investment Management, Inc. provides advisory services only in states in which it is registered, or otherwise exempt from registration.

Check the background of this firm and investment professional on FINRA's BrokerCheck.

The material listed in this website is current as of the date noted, and is for informational purposes only, and does not contend to address the financial objectives, situation, or specific needs of any individual investor. Any information is for illustrative purposes only and is not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual upon your individual facts and circumstances. Results will vary, no suggestion is made about how any specific solution or strategy performed in reality.

Past performance is not indicative of any specific investment of future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loos to the investor. At certain places on our website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Holmes Investment Management, Inc. Holmes Investment Management, Inc. does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Holmes Investment Management does not necessarily endorse or recommend any commercial product or service described at these websites.

831 Pleasant St
Brockton, MA 02301
United States

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.