A complete list of active advisors currently associated with Holistic Capital

Warmer can help you find a great advisor at Holistic Capital or one who fits your needs even better.

Holistic Capital LLC provides non-discretionary investment advisory services to a range of clients, including individuals, high net worth persons, trusts, estates, businesses, and retirement, pension, and profit-sharing plans. The firm advises on diversified portfolios across individual equities, ETFs, mutual funds, fixed income, REITs and alternative investments, and may recommend or monitor outside independent managers. The firm describes a holistic, risk-managed approach that combines quantitative and fundamental security analysis with tailored asset allocation informed by clients’ objectives and tax profiles. Holistic Capital’s offerings include separately managed portfolios, ETF and mutual fund strategies, customized fixed income, options and margin strategies, and access to alternative investments following in-house due diligence. Distinctive aspects noted in the brochure include the availability of non‑standard fee arrangements (subscription and hourly fee options alongside percentage-of-AUM pricing) and a disclosed pending legal matter involving the firm’s senior officers, which the firm highlights in its disciplinary section. Holistic Capital also operates on a strictly non-discretionary, no-custody basis and does not accept proxy-voting responsibilities, practices that differ from many investment managers that provide discretionary management and custodian relationships.

To learn more about the advisors currently working at Holistic Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.