Holt Capital

Holt Capital Partners, L.P. is an employee-owned investment management firm based in Fort Worth, Texas. The firm provides discretionary investment management and Chief Investment Officer (CIO) services to a diverse client base, including high-net-worth families, foundations, and retirement plans. Their investment approach encompasses Active Equity, Active Indexing, and an Inflation Hedge strategy, which focuses on undervalued publicly-traded real assets.

Founded in 2001 by Robert M. Holt, Jr., Holt Capital Partners has established a reputation as a trusted investment manager. The firm operates with a commitment to investment excellence and fostering close client relationships.

The leadership team includes seasoned investors Robert Holt and Michael Simon, who bring extensive experience in investment management. Robert Holt, Jr., CFA, the founder and managing partner, has over 45 years of investment experience and previously served as a Principal at Luther King Capital Management. Michael Simon also contributes significantly with over 34 years of investment experience. The firm's operations and administration are supported by Kelly Murray and Jenna McGill.