Holmes Investment Management, Inc. provides a variety of investment and advisory services to clients.  Examples of our services include:

  • Portfolio construction with ongoing evaluation and analysis
  • Investment planning through comprehensive financial plans
  • Asset allocation and rebalancing
  • Fixed income and retirement income portfolio construction and rebalancing
  • Equity, Bond and Exchange Traded Funds (ETFs) analysis
  • Investment advising and portfolio management based on each individual's and family's risk and return expectations
  • Retirement planning, decumulation phase of your assets.
  • Option strategy investing, only suitable to clients of certain income, asset and risk tolerance levels meeting firm requirements and the custodial company's (currently Fidelity) option trading agreement and requirements
  • Insurance review and recommendations (we do not sell or broker insurance)