Firm Overview
Investment Management
Consulting
Alignment of Interests
Financial Market Commentary
Form ADV Part I
Form ADV Part 2A
Management Team
Robert M. Holt, Jr, CFA
Michael J. Simon, CFA
Privacy Policy
Contact Us
   
 


PROFESSIONAL EXPERIENCE

2001 - Present
Holt Capital Partners, L.P.
Managing Partner
Responsibilities have included establishing the firm, creating and implementing the investment
strategy, as well as marketing and client relations.

1983 - 2001
Luther King Capital Management
Principal
Investment responsibilities related to a broad range of equity, fixed income and balanced portfolios.  Extensive experience analyzing equity and fixed income securities.  Responsibilities
included asset allocation, portfolio structuring and client presentations. 

1978 - 1983
American Founders Life Insurance Company
Assistant Vice President - Securities
Developed and implemented overall investment strategy, market timing, security selection and trading for the company’s fixed income, equity and cash equivalent portfolios. 


EDUCATIONAL BACKGROUND

Louisiana Tech University
  Bachelor of Science in Business Administration with a major in Finance
 
The University of Texas at Austin
 
Master of Business Administration with a concentration in Finance
 
Recipient of the Houston Society of Financial Analysts Scholarship Award for original research in equity valuation using options.  


PROFESSIONAL

Chartered Financial Analyst

Member of the CFA Society of Dallas-Fort Worth

Chairman of the Rotary Club of Fort Worth, Endowment and Investment Committees

Recipient of the 2005 Alumnus of the Year Award from
  Louisiana Tech University College of Business

Past President of the Breakfast Club of Fort Worth

Director of the Boy Scout Foundation,
  Longhorn Council, BSA

Member of the Advisory Committee of
  The MBA Investment Fund, L.L.C. at the University of Texas at Austin

Member of Louisiana Tech University
  College of Business Advisory Board

Former Director of Central Bank & Trust

Former Member of Wells Fargo Bank Community Advisory Board

Former Trustee of the Hill School of Fort Worth