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Holos Asset Management
Holos Asset Management is a multi-family office headquartered in Chicago. The firm provides tailored investment management and advisory services to...
Overview
Holos Asset Management is a multi-family office headquartered in Chicago. The firm provides tailored investment management and advisory services to high-net-worth families, focusing on capital preservation and long-term wealth planning. Holos Asset Management works closely with clients to address complex financial needs across generations—supports families with comprehensive strategies for asset allocation, risk management, and succession planning.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Chicago
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