Welcome to our website

We help create financial security and peace of mind for individuals and their families. We accomplish this by providing our clients with a high level of service that meets and often exceeds their expectations. Investors benefit from our customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

Investment philosophy

We believe the most effective way to capitalize on positive market trends is to generally be fully invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, alternative assets, and cash as appropriate, given our client’s risk tolerance, time horizon, and financial goals.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

Meet the team

Learn more about The Holohan Investment Group

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