General Investing >> Money Manager Interviews >> October 27, 2003

Marilyn Holt-smith – Holt-smith & Yates Advisors Inc

MARILYN HOLT-SMITH, CFA, is a Founder and Managing Director of Holt- Smith & Yates Advisors, Inc., with 20 plus years of financial experience. She is a Senior Portfolio Manager, Director of Fixed Income, Director of Marketing and a member of the Equity Investment Committee. Previously, she was Vice President and Portfolio Manager for Madison Investment Advisors and an officer and Director of Bascom Hill Funds. She is a past President and a member of the Madison Investment Management Society, a member of the Association for Investment Management and Research and is the 2003 National Association of Women Business Owners/Wisconsin Entrepreneurial Woman of the Year. She received a BA and an MBA from the University of Wisconsin-Milwaukee. Profile
TWST: Would you begin with a brief overview of your firm and its

investment philosophy?

Ms. Holt-Smith: In 1987, my partner Kristin Yates and I started Holt-

Smith & Yates Advisors. We