All we do, we will do heartily, as for the Lord rather than for men; to be faithful stewards in all areas of the God-given responsibilities entrusted to us.

Holden Family Office was established with a genuine intention to provide exceptional service for its clients using the exact same level of care, dedication, and discipline we had when managing the comprehensive lives of a single-family office. 

We firmly believe in investing in tandem with our clients. If an investment is not attractive enough for our own personal capital, then it will certainly not be implemented in our clients’ portfolios. We want you to take comfort knowing that our financial outcomes are in direct proportion to yours.

We think rationally and independently when making investment decisions. Our temperament is geared to never blindly follow the crowd. We make investment decisions based on facts and reasoning, not speculation.

Lastly, we believe that you, our clients, deserve the utmost candor in our transparency. We will be crystal clear in our communication and reporting because that’s what we would expect if the roles were reversed. 

The aforementioned qualities are ingrained in our character. Rest assured we will never deviate from them. We are thrilled to continue to seek a thorough understanding of the global financial markets and translate that knowledge into superb long-term investment results, and meaningful relationships with our clients.

SEAN MEUNIER  |  Holden Family Office President