A complete list of active advisors currently associated with Holos Consulting Group, LLC

Warmer can help you find a great advisor at Holos Consulting Group, LLC or one who fits your needs even better.

Holos Consulting Group serves asset owners — including high-net-worth individuals, family offices, foundations, and institutional investors — as well as asset managers and non-profits, with advisory services centered on environmental, social, and impact investing. Typical offerings include impact-investing strategy development (particularly in private markets), ESG integration across asset classes, investment diligence, and selection of third-party managers. Holos delivers tailored, project-based consulting engagements that produce written recommendations, impact theses, market scans, and implementation guidance; engagements conclude when the agreed deliverables are delivered. The firm does not manage client assets, does not custody securities, and does not provide ongoing portfolio management or routine account reviews as part of its standard services. Distinctively, Holos does not provide portfolio management for individual investors and does not charge percentage-of-assets fees, instead operating through negotiated project-fee arrangements with institutional and high-net-worth clients. The firm’s focus on private-market impact investing — including advising private fund managers on ESG integration and designing impact funds across market-rate and program-related return profiles — is an uncommon specialty for a firm of its size.

To learn more about the advisors currently working at Holos Consulting Group, LLC, 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.

Name	Location	Years of experience
Katherine Macauley	Boulder, CO	8

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