• Services to the Adviser
• Portfolio Management
• Financial Plans for Advisers
• Marketing Materials
• Training
• Practice Development Programs
• Solicitor Role/Sub-Adviser Role

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ractice Development Programs

Holland Advisory Services will work with you in the establishment or transfer of your necessary registrations. We will assist with your state's filing requirements, obtain E & O insurance, and guide you through the transfer of your current business model to our proprietary system.

We support you and your practice with our experienced back-office infrastructure. This enables you to pursue new prospects to expand your practice as well as cater to your current clients, without being bogged down by day-to-day administrative tasks.

Holland Advisory Services works with industry leaders to bring Advisers top-notch benefits. By using the Fidelity Platform, advisers experience large firm capabilities in a boutique setting. The Fidelity Platform, combined with our performance reporting platform, Orion, provide accurate and detailed information to our clientele.