A CLEAR PATH TO THE LIFE YOU ENVISION
Holdun Family Office Wins Best Multi-Family Office for the 5th Consecutive Year
Our Legacy
The Holdun legacy began with Sir Herbert Holt, who emigrated from Ireland to Canada in 1873. Sir Herbert Holts legacy lives on today through his great-grandson Brendan Holt Dunn.
When we look into an investment opportunity, our money goes first; we take the risk before we put our client’s money in. The original family has skin in the game and that creates alignment of interest.
CEO of Holdun
diversify your portfolio with our innovative investment solutions
30+
YEARS OF EXPERIENCE
3
GLOBAL LOCATIONS
7
UNIQUE AND INNOVATIVE INVESTMENT FUNDS
At Holdun, we ensure that our goals are aligned with yours. We manage our family’s money alongside that of our clients and we invest our client’s money as we do our own, intelligently and responsibly.
Holdun Funds
New and innovative investment options that offer security, diversification and double-digit returns in an ever changing market.
HOLDUN INNOVATION AND TECHNOLOGY FUND
The Holdun Innovation and Technology Fund invests directly into a licensed Sports Betting Platform that has been developed to bet on the results of the top 65 football leagues across the globe.
HOLDUN MEDICAL DETOX FUND
The Holdun Medical Detox Real Estate Fund is made up of U.S. properties specifically zoned, built out and leased to established medical facilitators.
HOLDUN INCOME FUND
The Holdun Income Fund offers diversification and stable returns for investors seeking downside protection from volatile market conditions.
HOLDUN OPPORTUNITY FUND
The Holdun Opportunity Fund provides the capital appreciation opportunities of private equity while also providing current income, offering private equity returns without the long-term lock-up periods.
HOLDUN BOCA TROPHY FUND
The Holdun Boca Trophy Fund consists of 514,000 square feet of high-quality leasable retail, medical, professional and office space, located in the prestigious Boca Raton, Florida.
Discretionary portfolios
We work directly with you to develop a bespoke asset mix, in line with your personal needs and objectives
legacy portfolio
The legacy Portfolio’s have outperformed the market for over 30 years.
Both our U.S. Equity and Canadian Equity Portfolios are focused towards ‘investing for the long-term’. This disciplined and patient approach has seen these portfolios outperform their respective benchmarks over both long- and short-term periods.
tactical portfolio
These portfolios provide a broader exposure to global opportunities, mitigating portfolio risk by diversifying across different sectors, asset classes, countries, and investment strategies.
We use a largely “top-down” approach here and incorporate a blend of active and passive strategies in these portfolios.
Learn to invest
At Holdun we want to get the whole world investing.
Get your free copy and start your investing journey today!
What you will learn:
- Investing 101
- Stock 101
- Alternatives
- Bonds 101
- Creating your portfolio
- Mistakes to avoid
INSIGHTS
The Wealth Effect
MARKET INSIGHTS | Despite uncertainty surrounding potential Fed rate cuts, economic strength and diminishing recession fears led to…
read more
Expectation Vs Reality
MARKET INSIGHTS | What a difference a year makes. June 2022 – US inflation hits over 9% for the highest inflation reading since…
read more
Better Than Expected
WEEK IN REVIEW | One of the best starts in history – A week after entering a bull market, the…
read moreGLOBAL VISION WITH A PERSONAL FOCUS
EXPERIENCE AT OUR CORE
We have five generations of experience and trust within our field. We invest our clients’ money like we do our own, and that makes for a uniquely transparent relationship.
AN INVESTED INTEREST
As your wealth management advisor, we’re not bound to any institution, which means we can strategically invest your money. Our interests are aligned with yours, and we’ve outperformed the market consistently over the years.
TAILOR-MADE TO YOUR NEEDS
No two families are identical, nor are our families. Our vast set of financial solutions ensures we can take a carefully-curated approach with every single person.
our team of experts
With 100+ years of combined experience, today’s Holdun family has a wealth of knowledge. Meet the faces behind our success.
Community involvement
At Holdun, we believe it is important to give back to the community and lead by example. Communities become stronger with resources, support and commitment.
