Company: Holt-Smith Advisors
Contact: Marilyn Holt-Smith, CFA,
Managing Director
Phone: (608) 249-4488
Company: T. Wall Properties
Contact: Randy Guenther, President
Phone: (608) 830-6300
Madison, WI — Holt-Smith Advisors, has relocated from their previous east side location at 2810 Crossroads Drive to T. Wall Properties’ new Johnson Bank Building at 5201 East Terrace Drive, Suite 380 Madison WI, 53718.
Marilyn Holt-Smith, CFA, CEO & Senior Portfolio Manager shared, “The Holt-Smith Advisor team is excited about our move to our NEW state of the art, environmentally friendly space. Most importantly, our new location remains easily accessible to our clients.”
Randy Guenther, President of T. Wall Properties commented, “Given the economy, most tenants aren’t asking for green components anymore due to the additional cost, but we believe that in the long run, tenants will return to demanding green buildings, and so we continue our commitment to the environment.”
Holt-Smith Advisors’ offices are located on the top floor in the new three-story, 45,000 square foot office building in the American Center on Madison’s east side. The new building provides a number of advanced eco friendly features including: high performance windows extending from floor to ceiling, a computerized HVAC control system, and the latest in efficient water usage.
About Holt-Smith Advisors:
Holt-Smith Advisors is an independent, locally owned investment management boutique. Since 1987, the firm’s clientele includes institutions, pension plans, endowments, foundations and individuals.
The boutique’s Wealth Management division specializes in developing a comprehensive personal financial strategy for individuals and designs investment portfolios tailored to the needs and requirements of each client. “We’re able to coordinate all of the client’s investment and financial needs, providing them with a better understanding, more freedom, improved results and peace of mind.” Marilyn Holt-Smith, explained, “Regular meetings with experienced portfolio managers and security analysts provide total transparency and direct insight into the strategies and securities within the portfolio.
Holt-Smith Advisors’ three equity products have a history of consistent and strong performance. PSN Informa has ranked their products as a “Top Gun” nineteen times since 2000, five times in the last 21 months. PSN Informa, a national database, ranks investment products based on various risk measurements and performance. The top ten best products within a peer group make up their “Top Gun” list. Learn more about Holt-Smith Advisors by visiting http://www.holtsmithadvisors.com
About T. Wall Properties:
T. Wall Properties is a Dane County based, award winning commercial real estate development firm, headquartered in Middleton, Wisconsin that owns more than 2.7 million square feet of office space making them one of the largest developers in Wisconsin. T. Wall Properties prides itself in creating walkable, mixed-use, green neighborhoods, fostering distinctive and attractive work communities with a strong sense of place, while encouraging community and stakeholder collaboration in each development.
The company has created and developed some of Dane County’s most prominent master planned business communities including City Center West, a 15-acre office park located along the West Beltline Highway, High Crossing Environ, a 115-acre office park located on Interstates 39/90/94; and The Center for Industry & Commerce, a 160-acre business park near the Dane County Regional Airport. T. Wall Properties is a privately held company with over 200 local investors and one institutional partner. http://www.twallproperties.com
