RAID

Registered Investment Advisory Services

Serving as MichaelSilver's Managing Partner for 40 years, Earl Holtzman, CPA, RIA, is a senior partner and has provided financial planning and investment services for more than 20 years. He holds a stockbroker's license, a Registered Investment Advisor's license, and a Futures license. His areas of service include:

  • Analysis of Current Financial Investments
  • Development of Individual Financial Objectives
  • Retirement and Financial Independence Planning
  • Portfolio Management
  • Analysis of Life Insurance
  • Cash Management, Financing, and Budgeting

Questions?

To arrange for a complimentary review of your current investment portfolio, please contact MichaelSilver's Registered Investment Advisor, Earl Holtzman, CPA, RIA, Partner, at 847-982-0333 or contact us.

"One of my professional passions is investing in the stock market. Here are just a few of the reasons clients have engaged me to assist with their strategic investments:

  • I invest my clients' money in the same stocks and investments that I invest in myself.  Since 1991, in my own portfolio of investments, I have achieved an average annual return of 8%.
  • I work with and advise a very small and select group of clients, all of whom receive personal attention and service.
  • I take my clients' unique, personal goals, tolerance for risk, and individual financial circumstances into consideration before making any decisions about which stocks to choose."

Earl Holtzman, CPA, RIA, Senior Partner