Proven • Trusted • Independent
Julie R. Hollinshead, CFA
Hollinshead Advisory Services, LLC
Call: 248.703.7201
Email: julie@hollinsheadadvisoryservices.com
Tell us what services you are interested in:
Services
We welcome individuals, families, non-profit organizations and private foundations.
We will serve as your personal advisor and help you navigate your significant financial decisions and organize your financial affairs – all to your best advantage.
We know the right questions to ask and the right analyses to perform to remove uncertainty and improve your financial confidence and sense of financial well-being.
These are the services we offer, each customized to your particular needs:
Investment Portfolio Evaluation, Oversight and Second Opinions
Financial Check-ups
Personal Financial Support, Organization and Education
Financial Coaching
Digital Organization of Important Financial and Non-Financial Personal Records
Trust and Private Foundation Administration
Review and Evaluation of Insurance Coverage
Personal Finance Guest Speaker and Workshop Presenter
The CFA Advantage
The CFA® credential is the most respected and recognized investment designation in the world as it demonstrates superior competency in advanced portfolio management, financial expertise, and technical skills, underpinned by ethical conduct and the highest standards of practice. Successful CFA Program candidates report that they spend an average of 1,000 hours, in aggregate, studying for all three levels. CFA charterholders earn the right to use the CFA designation after completing the CFA® Program, completing acceptable work experience requirements, and acceptance by the CFA Institute.
Reprinted from CFA Institute