multi-family office
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 27, 2023 by Brendan Holt Dunn · across every show →
Everything said about multi-family office, oldest first
Jun 27, 2023
Holden builds segregated, unpooled client portfolios rather than pooling capital
“What we do is build discretionary portfolios on a segregated basis, meaning we don't pool client capital together, and we build customized portfolios for each client based on their own unique circumstances, risk tolerance, and time horizon.”