A CLEAR PATH TO THE LIFE YOU ENVISION
Holdun Family Office Wins Best Multi-Family Office for the 5th Consecutive Year
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 50 Football Leagues across the globe.
HOLDUN CRYPTO ARBITRAGE FUND
The Holdun Crypto Arbitrage Fund takes advantage of this mispricing to provide exceptional returns regardless of the direction of the underlying crypto market.
HOLDUN MEDICAL DETOX FUND (SP01)
Holdun Medical Detox Portfolio SP01 invests exclusively in real estate within the United States. The properties are developed to increase the number of drug treatment programs available for those seeking a solution to opioid dependency.
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 (SP03)
The Holdun Boca Trophy Fund (SP03) 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 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.
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
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
Is it over yet?
MARKET INSIGHTS | The stock market has been slumping for months, starting with high-growth…
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What Not to Do
MARKET INSIGHTS | The S&P 500 ended last week down 14%, a bitter pill to swallow for many…
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How to Protect from Inflation
MARKET INSIGHTS | In a year full of uncertainty, the S&P 500 returned…
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 300+ 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.
