A Thoughtful Approach to Wealth Management
Independent, fiduciary investment advice tailored to client objectives
Our Commitment to You
Integrity
We provide advice grounded in honesty, transparency, and independent judgment. Every recommendation is made with your best interests in mind, free from conflicts or hidden incentives. Integrity is not a slogan, it’s the standard we hold ourselves to in every decision.
Vision
We believe sound financial decisions are made with patience and perspective. Our focus is on durable outcomes. By maintaining a long-term view, we help clients navigate uncertainty with discipline.
Trusted Partnership
We work alongside you as a true partner, aligning our guidance with your priorities. Communication, accessibility, and clarity are central to how we serve our clients. Trust is built over time, and we earn it through consistency and follow-through.
Stewardship
We take responsibility for managing what matters most with care and intention. Our role is to guide, protect, and oversee your financial strategy with thoughtful judgment. Stewardship means acting prudently today while safeguarding your future.
Institutional Custody
Client assets, held at Charles Schwab
Client accounts are held in the client's own name at Charles Schwab & Co., Inc., one of the largest custodians in the world.
Holt Investment Partners directs the design and day-to-day management of each portfolio, but never takes custody of assets. Clients retain complete, real-time visibility into their accounts: every holding, every transaction, and daily portfolio values are viewable at any time through schwab.com, with regular monthly statements delivered directly by Charles Schwab. Nothing is reported secondhand; what the client sees is the custodian's own record.
A home on Balboa Island
Holt Investment Partners is an independent financial advisor and registered investment adviser located on Marine Avenue in the heart of Balboa Island, one of Newport Beach's established coastal communities. From our island office we provide discretionary portfolio management and wealth advisory services to clients across Newport Beach, Corona del Mar, and greater Orange County, with portfolios built around each client's objectives, time horizon, and risk tolerance. Our office reflects the same approach we bring to our work: thoughtful, intentional, and built for long-term relationships.
