A CLEAR PATH TO THE LIFE YOU ENVISION
diversify your portfolio with our innovative investment solutions
30+
YEARS OF EXPERIENCE
3
GLOBAL LOCATIONS
6
UNIQUE AND ALTERNATIVE INVESTMENT FUNDS
Holdun Funds
New and innovative funds that offer a broader range of exposure across the risk and liquidity spectrum.
HOLDUN FUNDS REAL ESTATE SP01
Holdun Funds Real Estate SP01 specifically invests in real estate within the United States that is utilized to increase the number of drug treatment programs available for those seeking a solution to opioid dependency.
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 INCOME FUND
The Holdun Income Fund is a fixed income fund offering investors above average yields vs. similar AAA rated securities with safety of principal guaranteed by the full faith and credit of the U.S. government.
Discretionary portfolios
Working directly with you to develop an appropriate asset mix specific to
your risk tolerances and time horizon to ensure all your
needs and objectives are met.
legacy portfolio
The Legacy Portfolio is made up of our U.S. Equity Portfolio and our Canadian Equity Portfolio. Both these portfolios incorporate a generally conservative approach with a focus towards ‘investing for the long-term.’ They are constructed by implementing a focused “bottom-up” methodology.
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
INSIGHTS
Week in Review
Pfizer announces a vaccine candidate
WEEK IN REVIEW | The major U.S. stock indexes climbed for the third week in a row, but at a far slower pace than…
read moreInvestment Series
Alternatives 101 – Part 2
INVESTMENT SERIES | There tends to be a wide disparity in availability across different alternative investments. Some alternatives are…
read moreMarket Insights
Market Review | Q2 2020
MARKET INSIGHTS | The first half of 2020 was one for the record books, to say the least. The fastest market decline in history was…
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 regular 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.
