A Registered Introducing Broker, HOLSON assists High Net Worth Investors, Registered Investment Advisors, Institutional Investors and Family Offices with the process of navigating the Alternatives and Managed Futures space, specializing in CTA and Manager due diligence and the creation of multi-manager portfolios and capital introduction to vetted Alternatives products.
We are also Marketing Consultants for Institutional-Grade Emerging CTAs and Funds, laying the groundwork for the sales and marketing of your product. HOLSON takes the lead on institutional fund/capital raising and capital introduction through our vetted network of global partners. HOLSON creates content and design for institutional-grade marketing materials, DDQs and other due diligence materials. In addition, we implement inbound and outbound marketing, Search Engine Optimization (SEO) /Search Engine Maximization (SEM) and assist with website design and content. Our goal is to create an organic sales and marketing organization driven by technology, while fine tuning all social media outlets in a compliant manner and connecting you to the appropriate investor base for your SMA or Fund product.
We highly value each and every one of our clients. Our mission is to exceed expectations and our passion is Alternatives and Managed Futures. HOLSON is headquartered in beautiful Southern California, USA. HOLSON Asset Management, LLC is a registered member of the National Futures Association.
Our Team of Principals here at HOLSON Asset Management and the HOLSON Alternatives Group have nearly 50 years combined experience in the Alternative Investments industry. We have worked for Funds, Fund of Funds, Placement Agencies and Third-Party Marketers, vetting and performing due diligence on Managers and Funds since 2006. Our clients include High Net Worth Clients and a wide array of Institutional Investors.
Discover Our Expertise
HOLSON ALTERNATIVES GROUP SERVICES
Introducing Broker, Execution and Clearing Services for Managed Accounts (SMAs)
HOLSON Asset Management offers access to highly vetted, multiple FCMs and introduces Managed Accounts with access to a wide array of vetted, top tier U.S. and Global Commodity Trading Advisors (CTAs) for High Net Worth Individuals, RIA's, Institutional Investors, Family Offices and Fund of Funds.
Fund/CTA Due Diligence
Our Founders at HOLSON Alternatives Group are seasoned Alternatives and Managed Futures experts that possess nearly 50 years of high level experience in vetting and performing due diligence on CTAs, Funds, CPOs, Start-Ups, and Emerging Managers. We apply a formal process of vetting that adheres to strict due diligence protocols and quantitative and qualitative analysis.
Customized Portfolio Design, Construction and Implementation of Alternatives/CTAs
This service is catered to High Net Worth Individuals, Registered Investment Advisors, and Family Offices. We work with your respective mandates and diligently construct a customized portfolio of CTAs that we help vet on your behalf, in addition to Managers that we have access to at HOLSON whom have already undergone a formal due diligence process.
CTA, CPO and Fund Consulting/Set-Up
Bespoke, customized solutions with vetted providers to set up your Institutional-Grade U.S., Cayman Islands Offshore, AIF or UCITS Fund. We have access globally to Administrators, Compliance Firms, Attorneys, Accountants, Third Party Auditors, Clearing and Execution Brokers, In-house Sales, Marketing and Operations executives, all of whom specialize and are experts in the Alternatives, Commodities and Hedge Fund industries.
INSTITUTIONAL- GRADE ALTERNATIVE INVESTMENT PORTFOLIOS
Talk to one of our Alternative Investment Professionals to create a multi-manager portfolio that caters to your individual investment goals or institutional mandates.
THE RISK OF LOSS IN TRADING COMMODITY INTERESTS CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. PROSPECTIVE INVESTORS SHOULD BE AWARE THAT PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.