Halo Capital Management

Closed
4000 Legato Rd Ste 1100
Fairfax, VA 22033
We manage investment portfolios for individuals, households and institutional clients. We are currently working with accounts having assets in excess of $300,000. We pride ourselves on providing personalized attention to our clients. Our goal is to win clients’ trust and confidence by meeting their financial goals and achieving solid long-term results while maintaining a relatively low level of portfolio volatility. We also help with our clients’ investment planning needs and work with them to identify a solution that best serves their interest and needs, whether it is the need for long-term care, asset protection, tax efficient investing, estate planning, charitable giving or some combination thereof.
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