Expert Chaslau Koniukh
  • Companies
  • Global investment
  • Investors
  • Terminology
  • Economy
  • Stock Market
  • World exchanges
  • Tech and Marketing
Marilyn Holt-Smith
Investors and Entrepreneurs

Marilyn Holt-Smith: the story of a talented financial analyst

26.05.2025
2 min read

Marilyn Holt-Smith and her principles for success

Marilyn Holt-Smith has built a brilliant career in a field long dominated by men. She is a highly respected financial analyst. Her success has been achieved through hard work and professionalism.
Holt-Smith was born and raised in Milwaukee, Wisconsin. Her father was an accountant, and her mother an artist. She did well at school and then went on to the local university. There, she earned a master’s degree in business administration. In the late 1970s, Marilyn left her hometown and moved to Madison. There, she took a job with Madison Investment Advisors.
The powerful financier Frank Burgess became Marilyn’s mentor. Thanks to him, she discovered her business skills and began to develop them. In 1985, Holt-Smith qualified as a financial analyst, a recognised standard in the field.
Over time, Marilyn honed her skills and gained experience. With the necessary foundation in place, she joined forces with Christine Renk. In 1987, the two women formed a company. The firm became the first all-female financial advisory firm in the United States.

The path to success

Holt-Smith went on to lead the firm to the top of the country:
1. Holt-Smith Advisors Inc. competes with the big names in Wall Street finance.
2. The company’s 10-year average return was 8.5% per annum.
3. Marilyn has developed a successful strategy for growing her mid-cap business.
4. The company manages more than US$340 million in assets for 120 clients.
5. Its clients include pension plans, foundations and individuals.
Holt-Smith Company is regularly ranked as a successful business. Marilyn herself is actively involved in the development of the industry. She supports women who want to start their businesses.
According to Holt-Smith, she has always loved business. Thanks to her mentor, Burgess, she was able to develop in that direction. Getting an MBA was an important step on the road to becoming an entrepreneur.Marilyn Holt-Smith story

Features of the strategy

At first, Marilyn faced stereotypes and prejudice in the industry. However, after several years of successful work, she was able to prove her professionalism.
The Holt-Smith Company uses the following strategy:
1. The minimum investment is US$250,000.
2. The company takes a commission of 1% or more. The amount varies based on the size of the investment.
3. The company develops an individual strategy for each client.
4. In this case, the company acts as a trustee for the client and receives a fee for its services.
5. The higher the client’s profit, the higher the commission the firm receives.
Holt-Smith Advisors Inc. strives to provide the best possible working conditions for its clients. The success of the company is directly related to its client profits. This contributes to the confidence of investors and the stability of the relationship with them.

Tags: Investors and Entrepreneurs
0
Previous Post The North Face: the world's leading outdoor outfitter Next Post German manufacturing: trends and prospects on the back of IFO index growth

You Might Also Like

Lauren Boebert
Investors and Entrepreneurs
Lauren Boebert: gun enthusiast and conspiracy theorist
28.10.2023
Amar Bose
Investors and Entrepreneurs
Amar Bowes: a scientist who has made his passion a profitable business
25.07.2021
Jack Ma biography
Investors and Entrepreneurs
Jack Ma: biography of the richest man in China
27.03.2021
Stephen Cohen
Investors and Entrepreneurs
American trader Stephen Cohen: The businessman’s success story
02.12.2021
Jorge Paulo Lemann
Investors and Entrepreneurs
Jorge Paulo Lemann: beer king from Brazil
28.10.2020
Philip Fisher
Investors and Entrepreneurs
Philip Fisher: a talented investor who was not widely known
12.12.2021

Popular Posts

  • Analysts: Egypt’s economy to continue falling in 2023
  • Businessman Chuck Feeney: the man who gave the world Duty Free
  • Field of activity of the American Monsanto Company Corporation
  • Spain’s economy performs best in the EU

Editor's Picks

Chaslau Koniukh
Analytics

American bankers from JPMorgan and Goldman Sachs advise to invest in gold: review by Chaslau Koniukh.

Press Secretary
17.08.2020
Expert Chaslau Koniukh
Analytics

Chaslau Koniukh on the analysts’ opinion on the key stake size change soon

Press Secretary
18.06.2020
expert Chaslau Koniukh
Analytics

Chaslau Koniukh: Internet trade market in Russia may reach 2.78 trillion rubles.

Press Secretary
30.05.2020
Will the U.S. oil shale industry be able to quickly recover from the crisis: A Review by Chaslau Koniukh
Analytics

Will the U.S. oil shale industry be able to quickly recover from the crisis: A Review by Chaslau Koniukh

Press Secretary
16.05.2020

Popular Posts

  • Analysts: Egypt’s economy to continue falling in 2023
  • Businessman Chuck Feeney: the man who gave the world Duty Free
  • Field of activity of the American Monsanto Company Corporation
  • Spain’s economy performs best in the EU
  • Li Ka Shing: How can success be achieved without money and education?
Expert Chaslau Koniukh
  • Facebook
  • Twitter
  • Instagram

© 2024 CHASLAU KONIUKH. ALL RIGHTS RESERVED. Expert in marketing and project management, international investments, financial analyst.

Menu

  • Biography
  • Companies and corporations
  • Global investment
  • Investors and Entrepreneurs
  • Economy
  • Market terminology
  • Stock Market
  • World exchanges
  • Tech and Marketing
  • Analytics