Halo Capital Management

Overview

Halo Capital Management is an independent, privately held registered investment adviser operating as a limited liability company and run by an individual owner. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that also selects and oversees other advisers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of external managers. Fee arrangements are flexible and include percentage-of-assets, hourly and fixed fees, as well as performance-based components. The firm reports that it is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices