Dave Holtz

Fundador en

NEXT Financial Holdings, Inc.

Finance

Commercial Services

Perfil

David Lee Holtz is the founder of NEXT Financial Group, Inc. He held the title of Director at the company from 1999 to 2022.
Mr. Holtz is also the founder of NEXT Financial Holdings, Inc. Mr. Holtz's current job is as a Director at 4WARD Financial Marketing, Inc.

Cargos activos de Dave Holtz

Empresas	Cargo	Inicio
NEXT Financial Holdings, Inc. NEXT Financial Holdings, Inc. Investment ManagersFinance Provides investment management and brokerage services	Fundador	-
4WARD Financial Marketing, Inc. 4WARD Financial Marketing, Inc. Advertising/Marketing ServicesCommercial Services 4WARD Financial Marketing, Inc. is a private company based in Houston, TX.	Director/Miembro de la Junta	20/10/2010

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Empresas	Cargo	Fin
NEXT Financial Group, Inc. NEXT Financial Group, Inc. Investment ManagersFinance NEXT uses both quantitative and qualitative analysis to construct its ETF and mutual fund allocation models. Each model’s goal is to meet its investment objective through a diversified portfolio of strategically managed ETFs or mutual funds based on a target fixed income-to-equity ratio. They seek to maintain allocation targets through periodic rebalancing.	Fundador	01/01/2022

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Empresas privadas	3
NEXT Financial Group, Inc. NEXT Financial Group, Inc. Investment ManagersFinance NEXT uses both quantitative and qualitative analysis to construct its ETF and mutual fund allocation models. Each model’s goal is to meet its investment objective through a diversified portfolio of strategically managed ETFs or mutual funds based on a target fixed income-to-equity ratio. They seek to maintain allocation targets through periodic rebalancing.	Finance
NEXT Financial Holdings, Inc. NEXT Financial Holdings, Inc. Investment ManagersFinance Provides investment management and brokerage services	Finance
4WARD Financial Marketing, Inc. 4WARD Financial Marketing, Inc. Advertising/Marketing ServicesCommercial Services 4WARD Financial Marketing, Inc. is a private company based in Houston, TX.	Commercial Services