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  • Caterina Holt
    700 Terrace Point Dr Ste 400 Muskegon, MI 49440-1193 T: 231.722.1176 D: 231.722.5612 F: 231.722.1923 TF: 800.937.6639
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Complex, significant wealth warrants elevated support
Managing substantial wealth often requires specialized capabilities and expertise.
Markets & Investing
Wheat, gold and the pursuit of a zero-correlation investment
For investors with appropriate risk tolerances, the measured inclusion of commodities can offer an additional dose of diversification.
Markets & Investing
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Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Risk mitigation's crucial, complex role for wealthy families
Affluent investors should carefully consider their liquidity needs, privacy concerns and diversification strategy.
Markets & Investing
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Caterina Holt

Raymond JamesRaymond James
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  • Caterina Holt: 700 Terrace Point Dr Ste 400 Muskegon, MI 49440-1193
  • T: 231.722.1176
  • D: 231.722.5612
  • F: 231.722.1923
  • TF: 800.937.6639
  • Map & Directions
  • Map & Directions

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