Holderness Investments Co.

Holderness Investments Co.

Holderness Investments Co.

Overview
Date Founded

1995

Headquarters

2102 North Elm Street,Suite C,Greensboro, NC 27408-5100

Type of Company

Private

Employees (Worldwide)

6

Industries

Investment Services & Portfolio Management

Company Description

Holderness Investment Co. generally invests client assets in domestic and international stocks, bonds, mutual funds, and ETFs. The firm's selection process is rooted in an in-depth bottom-up company analysis, with consideration of their consensus macroeconomic outlook. Holderness primarily invests for relatively long-term horizons, often for 2 years or more, however, market developments could cause them to sell securities more quickly. They offer customized portfolio management and separately managed accounts. Holderness also participates in a UMA program sponsored by a broker-dealer and an unaffiliated investment advisory firm.^

Contact Data
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Executives & Employees

Vice President & Chief Compliance Officer

Operations Manager

Operations Manager

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