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A. David Holland
Managing Director at Optimum Investment Advisors
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Work Experience
Managing Director
Jul 2014 - Present · 10 years and 5 months
Kenilworth Asset Management
Executive Vice President
Jun 2012 - Jul 2014 · 2 years and 1 months
Holland Wealth Management/ Wells Fargo Advisors Financial Network
Owner
Oct 2009 - Jun 2012 · 2 years and 8 months
Company Details
Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals. Optimum delivers our clients portfolio management based on objective analytical research and consistent investment processes. With headquarters in Chicago, IL and Dallas, TX, we have built long-term relationships across the U.S. grounded on sound principles and outstanding client experiences. The word optimum means to create the most favorable conditions for growth. With that definition serving as a guiding principle, Optimum Investment Advisors has been delivering successful investment strategies to our clients since 1989. As fiduciaries, we are trustworthy individuals. You can depend on us to consider your financial plans responsibly, and in a way that is best for you. We always provide 100% unbiased, objective advice that acts in your best interest. With Optimum, you can be confident in the fact that we have your best interest at heart. Clients: Individuals Families Executives Business Owners Retirees Services: Asset Management Financial Planning Wealth Management Cash Flow Expense Planning Investment/Portfolio Management Retirement Planning Legacy Planning
Year Founded
1989
Social Media
LinkedinFacebook
Industry
Investment Management
HQ Location
33 N LaSalle St Chicago, Illinois, US
Keywords
Wealth ManagementAsset ManagementInvestmentsCustomized Financial PlanningRetirement PlanningPortfolio Review401(k) PlCash Flow Expense PlanningEstate Planning
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Contact Details
  • Email AddressA**@optimuminvestment.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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