SMART DECISIONS, ESTABLISHED GROWTH
At Holdun, our money goes first. With skin in the game, our common vision ensures alignment of interest.
As a family, we recognized some years ago that traditional fixed income and equity strategies alone were unlikely to deliver acceptable returns in a period of sustained low-interest rates and muted economic growth.
As a result, we created new and innovative funds that offer a broader range of exposure across the risk and illiquidity spectrum. These new asset classes including private equity, venture capital and real estate, have provided us greater portfolio diversification, reduced portfolio volatility and higher returns.
Diversify your portfolio with our innovative investment solutions:
DISCRETIONARY WEALTH MANAGEMENT
We have accrued an extensive reserve of knowledge throughout the past five generations. We leverage this expertise to make sound investments with high returns across traditional asset class as part of our discretionary wealth management services.
Our discretionary investment portfolios are broken down into two distinct strategies.