![Robert Holt](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Robert M.
Holt is a Managing Partner & Co-Chief Investment Officer at Holt Capital Advisors LLC.
He is an active contributor to the Fort Worth investment and nonprofit community, currently serving on the Investment Committee of the Rainwater Charitable Foundation, as Chairman of both the Boy Scouts of America Longhorn Council Endowment Foundation and the Endowment Investment Committee of the Rotary Club of Fort Worth.
Mr. Holt founded the firm in 2001 after nearly two decades at Luther King Capital Management, where he advised clients on investment policy, asset allocation and portfolio construction across equity, fixed income and balanced portfolios.
His career in investment management began in 1978.
He holds an MBA from the University of Texas at Austin and a BS in Business Administration from Louisiana Tech University.
He is a CFA charter holder and a member of the CFA Society of Dallas/Fort Worth.?
Postes actifs de Robert Holt
| Sociétés | Poste | Début |
|---|---|---|
Holt Capital Advisors LLC
 Holt Capital Advisors LLC Investment ManagersFinance HCP manages investment portfolios using both Active Indexing and Active Equity Strategies, including an "Inflation Hedge" strategy focused on undervalued publicly traded real assets. | Directeur Général | 01/01/2001 |
Anciens postes connus de Robert Holt
| Sociétés | Poste | Fin |
|---|---|---|
American Founders Life Insurance Co.
 American Founders Life Insurance Co. Life/Health InsuranceFinance Provides life insurance products | Corporate Officer/Principal | - |
Luther King Capital Management Corp.
 Luther King Capital Management Corp. Investment ManagersFinance LKCM is an active, fundamentals-based, long-term manager which aims to invest in high quality businesses that they believe will produce consistent, repeatable and superior risk-adjusted returns. The firm offers several equity, fixed income and alternative investment approaches, which are generally available through separately managed portfolios, the LKCM Funds, affiliated private investment partnerships and special purpose private investment partnerships. | Corporate Officer/Principal | - |
Formation de Robert Holt
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Luther King Capital Management Corp.
Luther King Capital Management Corp. Investment ManagersFinance LKCM is an active, fundamentals-based, long-term manager which aims to invest in high quality businesses that they believe will produce consistent, repeatable and superior risk-adjusted returns. The firm offers several equity, fixed income and alternative investment approaches, which are generally available through separately managed portfolios, the LKCM Funds, affiliated private investment partnerships and special purpose private investment partnerships. | Finance |
American Founders Life Insurance Co.
American Founders Life Insurance Co. Life/Health InsuranceFinance Provides life insurance products | Finance |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Louisiana Tech University
 Louisiana Tech University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Holt Capital Advisors LLC
Holt Capital Advisors LLC Investment ManagersFinance HCP manages investment portfolios using both Active Indexing and Active Equity Strategies, including an "Inflation Hedge" strategy focused on undervalued publicly traded real assets. | Finance |
