
The Holstead Group
Offering advisory guidance to affluent families.
We find that for most clients, the accumulation of significant assets is not a goal unto itself. Rather, wealth provides opportunities and experiences that enable you to enrich the lives of your family and future generations. As trusted stewards for these financial aspirations, we invest prudently to grow, manage and preserve your capital.
Support for the complexities of wealth
Our capabilities are trained on the sophisticated needs of high- and ultra-high-net-worth families and foundations who seek comprehensive investment guidance and full-service support. This white glove approach blends institutional-quality investment experience with tailored and boutique level asset management to help care for the thoughtful integration of the entirety of your capital. We employ a conservative style to craft asset allocations that are designed to support your personalized objectives. Long-term strategies leverage the firm's open architecture platform. Short-term plans allow us to remain tactical and adjust to temporary market fluctuations. Emphasis is placed on liquidity planning and cash management which enables us to address a wide range of intricate scenarios to support the totality of your investment picture. As a focus of our practice, we are highly skilled in providing guidance for single stock positions to manage, custody, trade, diversify and hedge as appropriate. Because there are financial impacts to virtually every endeavor, we work seamlessly alongside CPAs, attorneys and other outside advisors to help ensure that all elements of your wealth management picture are considered. By working with a limited number of clients, we are able to provide a trusted and value-added relationship. The Holstead Group welcomes the opportunity to be a partner in your success.
Investment approach
Dedication to what matters most
For many of our clients, significant wealth is a symbol of achievement, hard work, innovative thinking and perseverance. It can also create sophisticated financial issues and require frequent multi-faceted investment conversations.
Drawing on our team's deep understanding of the complexities surrounding ultra-high-net-worth families, The Holstead Group works with clients and their trusted advisors to provide comprehensive investment advice. The team's resources, expertise, experience and capabilities help guide and safeguard the prudent growth of your hard-earned assets.
Delivering hands-on and differentiated customer service
The Holstead Group offers concierge attention and responsiveness to each and every client. By hand selecting and limiting the number of clients the team works with at any given time, we strive to foster exceptional, confidential and long-lasting relationships. We believe that this boutique level of focus is integral to the enduring strength and longevity of our relationships.
Family office style experience
We serve as trusted stewards of your family's legacy, providing leadership and direction to facilitate informed decision-making and prudent investment management. We work seamlessly alongside CPAs, attorneys and other outside advisors to help ensure that all elements of your financial picture are considered. This family office approach provides a continuity of guidance to help secure a legacy for future generations.
Tailored asset allocations
The Holstead Group tailors customized asset allocations that are designed to target individual goals and objectives by leveraging the firm's open architecture platform. The team selects from a carefully vetted array of world-class portfolio managers.
Institution-caliber support
Our background in capital markets and liquidity management enables The Holstead Group to address a wide range of complex situations to support the totality of each client's investment picture. As a focus of our practice, we are highly skilled in providing guidance to hedge, protect, manage, diversify, sell or accumulate large single stock positions.
Backed by an industry leader
At J.P. Morgan, we are backed by one of the largest and most respected companies in the world. The firm's 200-year history of serving individuals and institutions alike allows us to deliver the highest caliber of investment guidance.
Meet Our Team
Insights

2023 report card: Portfolios show resilience amidst bank struggles
April 5, 2023Markets are powering through turmoil, but is a recession looming? Find out what we got right, what we missed and what the rest of the year might have in store for investors. Read Now
Eye on the Market Annual Energy Paper: Growing pains: The Renewable transition in adolescence
April 2, 2023We invite you to explore the 13th Annual Eye on the Market Energy Paper: "Growing Pains: The Renewable Transition in Adolescence" by Michael Cembalest.Read Now
Quick shot: Resilience, despite new risks
April 2, 2023The first quarter of 2023 is in the books. If you only looked at how markets performed at the index level, you might think that not much happened.Read Now
Markets are changing: Moves to consider making now
March 30, 2023Interest rates are up; valuations look attractive — but recession risks loom. A timely response: Review your liquidity, lifestyle and legacy plans.Read Now
The ripple effects of the bank crisis
March 30, 2023While markets seem keen to move on, we likely haven’t seen all the effects of the bank shock yet. As investors, we’re focused on sizing up the impact.Read Now
Wealth planning is a women’s issue
March 29, 2023While supporting women during earning years is important, it is equally important that women are also equipped for what comes after — and in particular, that means having a comprehensive wealth plan.Read Now
Quick shot: Breaking down the home bias in investing: Europe edition
March 29, 2023A diversified portfolio can be the golden key for long-term investing – not only across asset classes, but also regions.Read Now
Through it all, stocks are still up on the year
March 28, 2023If you just looked at the surface of S&P 500 portfolio returns since the start of this year, you may have missed the bank system turmoil of the past few weeks.Read Now
Quick shot: Zoom out: Bank angst, broad resilience.
March 27, 2023Since the first warning sign of banking sector turmoil on March 9th, the broad market has held up surprisingly well.Read Now
2023 report card: Portfolios show resilience amidst bank struggles
April 5, 2023Markets are powering through turmoil, but is a recession looming? Find out what we got right, what we missed and what the rest of the year might have in store for investors. Read Now
Eye on the Market Annual Energy Paper: Growing pains: The Renewable transition in adolescence
April 2, 2023We invite you to explore the 13th Annual Eye on the Market Energy Paper: "Growing Pains: The Renewable Transition in Adolescence" by Michael Cembalest.Read Now
Quick shot: Resilience, despite new risks
April 2, 2023The first quarter of 2023 is in the books. If you only looked at how markets performed at the index level, you might think that not much happened.Read Now
Markets are changing: Moves to consider making now
March 30, 2023Interest rates are up; valuations look attractive — but recession risks loom. A timely response: Review your liquidity, lifestyle and legacy plans.Read Now
The ripple effects of the bank crisis
March 30, 2023While markets seem keen to move on, we likely haven’t seen all the effects of the bank shock yet. As investors, we’re focused on sizing up the impact.Read Now
Wealth planning is a women’s issue
March 29, 2023While supporting women during earning years is important, it is equally important that women are also equipped for what comes after — and in particular, that means having a comprehensive wealth plan.Read Now
Quick shot: Breaking down the home bias in investing: Europe edition
March 29, 2023A diversified portfolio can be the golden key for long-term investing – not only across asset classes, but also regions.Read Now
Through it all, stocks are still up on the year
March 28, 2023If you just looked at the surface of S&P 500 portfolio returns since the start of this year, you may have missed the bank system turmoil of the past few weeks.Read Now
Quick shot: Zoom out: Bank angst, broad resilience.
March 27, 2023Since the first warning sign of banking sector turmoil on March 9th, the broad market has held up surprisingly well.Read Now