ABOUT HOLOS
Empowered investors. Thriving portfolios. Legacy impact.
At Holos, we believe in the power of collective intelligence. As an educational nonprofit, we empower impact investors around the world with innovative education, curated deal flow, and the ability to leverage our community scale to realize above-market returns while driving meaningful global change.
Our unique organizational model draws from decades of experience and tested methodology to help our members achieve their financial goals, while fueling innovations that address humanity’s urgent challenges.
Leveraging holistic insight and community intelligence for high returns and high impact.
“Investing for impact doesn’t mean sacrificing returns; it means aligning profits with purpose.”
– Sir Ronald Cohen
Whether in banking, exchange traded securities, or private equity, the biggest pools of capital are now moving to solve existential problems. So as impact investors, we are leveraging the most powerful macroeconomic trends in market history – to the benefit of both our members and the future of our world.
Holos helps impact investors capitalize on massive global market shifts.
Holos Alpha (⍺)
Holos-Alpha integrates four key principles that leverage eco-systemic wisdom, venture capital expertise, investor empowerment, and community-scale – helping investors align financial returns with meaningful global impact.
Symbiotic Imperative
Reclamation of Agency
Community Leverage
The Community Leverage principle means harnessing the collective power and scale of our global network of impact investors. By pooling our action and influence, Holos negotiates favorable deal terms and unlocks opportunities typically reserved for ultra-high-net-worth individuals.
Institutional Advantage
The Institutional Advantage principle of Holos-Alpha informs the delivering of a caliber of education, strategy, and deal flow that is traditionally reserved for ultra-high-net-worth individuals and family offices.
Reclamation of Agency
The Reclamation of Agency principle is about empowering our investors with the special knowledge, proprietary strategies, and proven deal flow to confidently command and deploy their impact capital with confidence.
Symbiotic Imperative
Symbiotic Imperative refers to the funding of innovations that facilitate a greater alignment with nature’s limits. This principle identifies emerging technologies poised to solve major global challenges, benefitting both humanity and the planet.
Institutional Advantage
Community Leverage
3 Dimensions of Impact
Holos is structured to empower impact investors at any stage of experience and capital capacity: from education and training for all levels of investor sophistication, access to our proprietary deal flow and diligence processes, to maximization of global philanthropic and structured gifting agendas.
Academy
Holos Academy provides comprehensive education and training for impact investors, guiding them through all stages of investing, from foundational principles to advanced deal analysis and diligence.
Ventures
Holos Ventures offers curated deal flow, enabling investors to participate in high-impact, high-return opportunities with terms reflective of our rigorous diligence and community leverage.
Global
Holos Global advances the unique philanthropic legacies of high-net-worth individuals and family offices through bespoke coaching, exclusive seminars, and advanced, impact-informed planning strategies.