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HOLOS Asset Management is a boutique Chicago-based investment firm founded in 2006 as a new type of investment adviser. The firm was created with the belief that the right combination of asset allocation, international diversification, and long-term investing can maximize risk-adjusted returns. HOLOS employs a research-intensive strategy to pursue these benefits: the firm’s approach is an integrated and comprehensive methodology – a true strategic approach to managing your assets. Our use of dynamic, valuation-based asset allocations drives our investment decisions.

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Holos Asset Management Questions

The Holos Asset Management annual revenue was $1 million in 2024.

Holos Asset Management is based in Chicago, Illinois.

The NAICS codes for Holos Asset Management are [52392, 523920, 523, 5239, 52].

The SIC codes for Holos Asset Management are [62].

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