Best Investment Company Greensboro Near Me

4worldlovers:
Your financial success is our success. Since 1995, our objective has been to help clients reach their long-term financial goals with investment strategies handcrafted for their unique needs. While we believe our knowledge and expertise set us apart, its our dedication to delivering a remarkable experience thats truly extraordinary.


At Holderness Investments, we craft customized wealth management solutions designed to create value for our clients. As a registered investment adviser, Holderness Investments is held to a fiduciary responsibility. We place our clients interests above all others by delivering strategies backed by our experience and investment philosophy.


We continually strive to exceed our clients expectations and build enduring relationshipsand were humbled by their patronage and referrals.


"A team is a small number of people with complimentary skills committed to a common purpose, performance goals and approach for which they hold themselves mutually accountable.


A native of Greensboro, Richard is a highly regarded investment professional. He is the founder, President and Chief Investment Officer of Holderness Investments. He excels at managing assets for an array of account types including high net-worth individuals, corporations, and charitable organizations.


Richard began his career in 1974 with the finance department of Durham Life Insurance Co. where he held the positions of Assistant Vice President, Member of the Finance Committee, and Vice President in charge of the Securities Department. He was directly responsible for managing a stock and bond portfolio in excess of $300M. In 1982, Richard returned to Greensboro and formed North Carolina Trust Company with two partners. At NC Trust, Richard served as President and Chief Investment Officer. In 1987, Richard co-founded the Registered Investment Advisory firm Trent Capital Management, Inc. where he served as President and a member of the Board of Directors until August 1995 when he founded Holderness Investments Company.


Richard enjoys spending time with his children and grandchildren and visiting the NC coast and mountains.

Phi Beta Kappa at the University of North Carolina at Chapel Hill, B.A. in History

Vice President of Finance and Member of the Board of Directors for the North Carolina Tennis Foundation

Board of Directors for the Holderness Distinguished Medical Scholars UNC Chapel Hill

A native of Greensboro, Kim has been an investment advisor since 1995 and currently serves as Vice-President and Chief Compliance Officer of Holderness Investments. She works closely with clients and their families to help them identify and reach their wealth management goals. She entered the field in 1993 at Trent Capital Management in Greensboro where she ultimately served as their Operations Manager. In 1995, she joined Holderness Investments to focus on investment analysis and portfolio management. As a Fiduciary Advisor at Holderness, Kim works in portfolio management, investment analysis, and financial planning. She is also responsible for all compliance functions and business management of the firm.

Kim and her two boys live in the Greensboro area. She enjoys spending time with her family and friends along with hiking, camping, quilting, and traveling.

B.S. in Business Administration, Kenan-Flagler School of Business, at the University of North Carolina at Chapel Hill

Gina is a native of Bristol, Tennessee and relocated to the Greensboro area in 1990. She joined Holderness Investments in March 2010 and currently serves as Operations Manager for the firm. Gina is responsible for all account activity and works closely with clients to ensure every aspect of their portfolios run smoothly. From the opening of new accounts to the movement of assets, Ginas attention to detail is unwavering. She takes great pride in delivering high-quality service while providing an exceptional client experience. Ginas professional experience includes office administration and management roles with Advanced Planning Concepts, Inc. and Ashby M. Cook, Jr. Financial Services.

Gina resides in Oak Ridge with her husband Drew. Together, they have three children B. Harper Boyle, Justin and Deanna Malone. Outside the office, Gina enjoys spending time with her family and friends, hiking, gardening and other outdoor activities.

Has volunteered in local schools for over 17 years and is an advocate for children with special needs

4worldlovers: At Bettinger Financial we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. Our association with Dave Ramsey allows us to put your needs and goals ahead of our own. Please let us know how we can help.