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                   Company History and Philosophy

 

Standard Planning Company, a registered investment advisory firm, was established in 1987.  At that time, we recognized investors' need for objective financial advice without the inherent conflict of interest often found at brokerage houses and insurance agencies whose livelihood is dependent on commissions from the sale of financial products.  Since that time we have worked to expand our areas of expertise and the depth of services we can provide.

We work diligently with clients to help them define their financial goals, objectives and investment time horizons. Embracing the concepts of Modern Portfolio Theory, we appreciate the value of creating investment portfolios tailored to the specific risk tolerance and return expectations of our clients.  Clients are assisted in assessing their capacity for risk and are instrumental in creating a written Investment Policy Statement designed to define and guide investment decisions.  

 

 

Bruce Holdridge is the founder and managing principal of Standard Planning Company, a financial planning and registered investment advisory firm. His career in the financial services  industry started in 1982 as an account executive with a regional full-service brokerage firm.  In 1984, he earned the designation of Certified Financial Planner (CFP).  Mr. Holdridge also started a  NASD member securities broker/dealer, B.E. Holdridge Securities, Inc. and was the Chief Financial and Operational principal of the firm until it was sold in 1993.

A frequent public speaker, Mr. Holdridge has been active in educating the investing public about the need to develop globally diversified portfolios designed to meet the individual's financial goals and objectives.

 

 

 

  Education:  BA  and MS     Syracuse University                                                bruce1.jpg

  Professional Certification:  Certified Financial Planner

  Interests:  Business Development, landscaping, golf and reading

  Family: Married with three daughters

                                                                                                                                               

 

 

                              DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY,COMPLETENESS OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITES

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