FOX & HOLLAND INVESTING LLC

Fox & Holland Investing, LLC provides discretionary portfolio management and related advisory services to individuals — including high‑net‑worth clients — and to a range of non‑individual entities such as pension and profit‑sharing plans, trusts, estates and corporations. The firm delivers customized investment allocations and retirement‑rollover advice and notes a general account minimum of $250,000, with client assets custodied through a third‑party custodian.

Portfolios are constructed using individual equities and fixed income, exchange‑traded funds and no‑load or load‑waived mutual funds, with ongoing rebalancing and account reviews at least annually; the firm generally operates under written discretionary authority and uses outside research and custodial billing software. Fox & Holland does not sponsor a wrap program, generally does not aggregate trades, and bills advisory fees on a percentage‑of‑assets basis that are charged quarterly in arrears.

A distinctive feature is the firm’s affiliation with an accounting practice: the managing member is a licensed CPA and partner at an affiliated accounting firm, shares office space with that firm and spends a substantial portion of his time providing tax and accounting services; the brochure discloses this affiliation and the potential conflicts it may create and states clients may use outside accountants to avoid conflicts. The firm also highlights coordination with clients’ attorneys and accountants as part of its advisory work — and the combination of CPA affiliation and service to institutional-type clients is less common among similarly sized supported firms.