|
|
|
|
| |
|
|
|
olicitor Role/Sub-Adviser Role
Solicitor Role
The Solicitor will assist Holland Advisory Services in developing client relationships, and when appropriate, maintain ongoing contact with clients. Our goal is to ensure full satisfaction with the Holland Advisory Services relationships as well as the investment advisory services provided.
Sub-Adviser Role
The Sub-Advisory role is an agreement between Holland Advisory Services and your RIA. In this role, Holland Advisory Services will primarily provide portfolio management and performance reporting. This type of relationship allows us to act as a 3rd party money manager. You will also have access to our portfolio managers, operational support, Fidelity Platform, Orion portfolio performance platform, and financial plans.
|
|
|
|
|
