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   who we are.    
Holos Asset Management is a boutique Chicago-based investment firm founded in 2006 as a new type of investment adviser. The firm was created with the belief that the right combination of asset allocation, international diversification, and long-term investing can maximize risk-adjusted returns. Holos employs a research-intensive methodology as part of our strategic approach to managing your assets. Our use of dynamic, valuation-based asset allocations drives our investment decisions. This approach is based on rigorous quantitative research, market expertise, and investment discipline. We combine our in-house resources with cutting-edge analyses from third-party researchers and leading finance faculty.
The Holos business model was designed with our clients’ interests foremost in our mind. Our model is completely transparent, low-cost, and avoids client conflicts.
Our structure and operation demonstrate a dedication to transparency and liquidity. We strive to deliver innovative investing methods and we maintain a constant commitment to quality business practices.

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