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Holzer & Company, Inc

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Advising and Educating Cross Border Clients since 1984

Confidence

your advisor puts your needs first

Peace of Mind

your customized portfolio is working for you

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Services

We offer a variety of specialized services designed for both non US investors and US Tax Exempt Organizations.

 

Resources

Our resources section has a wide selection of useful links and financial calculators to help you with your financial needs.

 

Blog

Read our latest blog posts for up-to-date information on news, events and articles.

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Our Company

Holzer & Company, Inc. has been providing financial services to non US families and individuals since 1984.  We have developed expertise in the complex world of global citizens and have an excellent network of international tax and estate planning professionals. We welcome working with the client’s existing team of experts or we can introduce the client to highly qualified experts to fill in any gaps.  


Learn more

263 Center Avenue
Westwood, New Jersey
07675 USA

  •  Tel: 201-722-1400
  •  Fax: 201-722-1013
  •  info@holzco.com
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Holzer and Company, Inc. (“Holzer & Co.”) is an investment adviser registered with the United States Securities and Exchange Commission.  Registration does not imply a certain level of skill or training. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular jurisdiction by Holzer & Co. in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable exemption. 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Holzer & Co., unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. 

And the following for blog posts and market commentaries:

The foregoing content reflects the opinions of Holzer & Company, Inc. and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct.

Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. 

 

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