Founded in 2011 by Ed Holguin and Ivan Sy, Holguin & Sy Wealth Management is an independent, employee-owned firm dedicated to discretionary portfolio management. The company's mission is to offer unbiased advice and tailored wealth management solutions, acting as a fiduciary for their clients. They focus on a disciplined, long-term investment philosophy, aiming to build and preserve wealth for a select group of clients including families, individuals, and business owners.

Founded in

United States