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Our Firm

Holt Capital Partners, LP ("HCP") is a 100% employee-owned investment management firm serving families and institutions of all sizes.​


The Firm's partners, Robert Holt and Michael Simon, are seasoned investors with

over 45 years and 34 years of investment experience, respectively.

HCP manages investment portfolios using both Active Indexing and Active Equity Strategies, including an "Inflation Hedge" strategy focused on undervalued

publicly-traded real assets. ​


Through Holt CIO, HCP acts as the chief investment officer for the large and complex multi-manager portfolios of family offices and charitable organizations. 

Holt Capital Partners is dedicated to investment excellence and close client relationships. 

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