HALO CAPITAL MANAGEMENT

We manage investment portfolios for individuals, households and institutional clients. We are currently working with accounts having assets in excess of $300,000. We pride ourselves on providing personalized attention to our clients. Our goal is to win clients' trust and confidence by meeting their financial goals and achieving solid long-term results while maintaining a relatively low level of portfolio volatility... For small businesses we serve as fiduciary advisor to plan sponsors, help set up cost-effective qualified retirement plans, help build fund line-up and provide participant education... We are dedicated to finding opportunities through all market conditions. Our mission is to deliver superior risk-adjusted returns and maintain the highest level of integrity.

Primary location: Fairfax United States