Establshed in 1995, Holderness Investments Company is a money management firm in Greensboro, NC. We are a Registered Investment Advisor (RIA) serving individuals, family trusts, employee benefit plans, corporations, and endowments. We provide several portfolio management solutions for individual clients directly or through a financial consultant. At Holderness, we seek to be a trustworthy steward of our clients’ financial assets.
As a Registered Investment Advisor, Holderness Investments Company serves as a “fiduciary”. This role establishes a responsibility to put our clients’ needs ahead of our own. As a fiduciary, Holderness receives compensation on a fee-only basis for ongoing investment management. Therefore, our interests are aligned with our clients with a clear mission in each portfolio management solution. We endeavor to maximize client returns inside a stated risk profile and investment goal, as well as outperform the respective portfolio benchmark