Holos Asset Management Employee Directory
Investment ManagementIllinois, United States2-10 Employees
HOLOS Asset Management is a boutique investment firm based in Chicago, Illinois, founded in 2006. It emphasizes a research-driven, strategic approach to asset management, combining asset allocation, international diversification, and long-term investing to pursue favorable risk-adjusted returns. The firm uses dynamic, valuation-based asset allocations to guide its investment decisions, aiming to manage client assets through a comprehensive, integrated methodology. Targeting institutional and other professional investors, HOLOS positions itself within the investment management industry as a specialist that emphasizes a long-horizon perspective and a disciplined framework for asset allocation. With a small team, the firm operates from a central U.S. city location and focuses on delivering structured investment strategies that align with clients’ risk tolerance and objectives through an evidence-based process.