Investment Consulting

Reagan Holloway is an investment consulting practice providing portfolio management to individuals, families, non-profits and endowments. Academic insight, timely communication, and a rigorous screening discipline for investments helps us provide our clients with logical, customized, and appropriate portfolios.  Delivering old-fashioned, genuine service and professional investment advice are the only goals of Reagan Holloway.

Clients of Reagan Holloway have the strength and support of Fidelity Investments which provides asset custody, trading execution, online access and e-statements.