Ray E. Holloway

Former Accountant at BerganKDV Wealth Management LLC

Ray E. Holloway

Ray E. Holloway

Former Accountant at BerganKDV Wealth Management LLC

Biography

Ray E. Holloway is former Accountant for BerganKDV Wealth Management LLC.

Overview
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Former Controller at Nova USA Wood Products LLC

Relationship likelihood: Weak

BerganKDV Ltd.

Relationship likelihood: Weak

Former Accountant at BerganKDV Wealth Management LLC

Relationship likelihood: Weak

Former Accountant at BerganKDV Wealth Management LLC

Relationship likelihood: Weak

Former Accountant at BerganKDV Wealth Management LLC

Relationship likelihood: Weak

Former Accountant at BerganKDV Wealth Management LLC

Relationship likelihood: Weak

Former Partner at BerganKDV Wealth Management LLC

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Partner at BerganKDV Wealth Management LLC

Relationship likelihood: Weak

Partner at BerganKDV Wealth Management LLC

Relationship likelihood: Weak

Former Chief Compliance Officer at BerganKDV Wealth Management LLC

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Ray E. Holloway
Former Accountant at BerganKDV Wealth Management LLC
Career History
Accountant
Prior - 2011

BerganKDV Wealth Management's investment approach combines fundamental research, asset allocation requirements and active management based on sector rotation. Portfolios are primarily managed on a discretionary basis. BerganKDV offers a variety of managed portfolios primarily utilizing no-load mutual funds, ETFs, individual equities, and money market funds. They may also manage subaccounts within a variable annuity. Based on client circumstances, BerganKDV may manage custom portfolios that fall outside the scope of the firm's model portfolios. The managed portfolios include: Fundamental Focus Models, Index Allocation Models, Stable Allocation Models, and the Managed Select Portfolio Series.The Fundamental Focus Models provide a balance between diversification, and an active management overlay designed to be proactive to prospective market movements. The model selection choices are: Capital Preservation & Income, Conservative Growth & Income, Growth & Income, Moderate Growth and Aggressive Growth.The Index Allocation Models are designed to offer an extremely low cost, no transaction fee exposure to a pre-defined diversified set of asset classes and styles. This is a based on a fully passive management philosophy, where no attempt to outperform any respective benchmark is made. Allocation decisions are aligned with long-term objectives where constant exposure to pre-set allocations are maintained throughout all market cycles through quarterly rebalancing. The model selection choices allow for splits varying from 100% to 0% of stocks and bonds in increments of 10%.The Stable Allocation Models are designed to offer a low cost, no transaction fee exposure to a strategically diversified set of asset classes and styles. Portfolio allocation is designed to conform to the client's financial objectives. Asset allocation remains fully exposed to their predefined asset ranges over time, with rebalances occurring quarterly. This strategic allocation is determined through top down, macro-economic analysis designed to identify potential price opportunities over the intermediate term. The models allow for splits varying from 100% to 0% of stocks and bonds in increments of 10%.The Managed Select Portfolio Series allows clients to custom design their portfolio composition through the selection of one or more portfolio strategies, all designed to offer the best risk adjusted returns commensurate to their objective. Portfolios are tailored to each investor's specific preference, with each component actively managed in a manner consistent with its specific objective. The models include: Core Equity Income, Core Equity Growth, Dividend Growth Equity, High Growth Equity, Sector Alpha, Industry Momentum, Global Macro, Multi-Asset Class Income, Alternative Strategies, Strategic Core Income, and Municipal Fixed Income.

Other Affiliations

Ray E. Holloway is affiliated with BerganKDV Wealth Management LLC

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