General Info

Holt and Shapard Capital Management is an independent investment advisor, registered with the SEC, and welcomes clients of all types. We are equipped to handle individual, corporate, retirement, trust, and specialty accounts. We offer management on a discretionary and non-discretionary basis, although the vast majority of accounts are discretionary. The broker dealer we use will provide typical investment services such as monthly account statements and real-time portfolio access via Internet. There are a number of opportunities to learn more about our company and how we can serve your investment needs. By Appointment - visit our offices at the historic Chase Park Plaza or we will come to your home or office