Brand Promise

Fellowship

We transcend conventional investment relationships to help our clients’ portfolios reach their true potential.

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Investment Strategy

Dedicated Investment Team

Your investment strategy is designed by a team solely dedicated to investment strategy. Each member of our investment team has direct investing and/or risk management experience.

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Technological Edge

Real-Time Strategic Impact

Our industry-leading technology gives us a holistic and current view of your portfolio, giving us the opportunity to impact your investments real-time.

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Boutique Experience
Institutional Expertise

Solutions

Halite’s founders are best known for curating solutions for institutional investors that are highly customized to achieve specific goals. These solutions have been refined and revolutionized for the success of our family and individual investors.

Strategy

Halite’s proprietary, institutional-based investment strategy is built upon the philosophy that we invest in what we understand, what we deem undervalued, and what we can closely monitor. Learn more about our investment philosophy, strategies, and portfolio construction solutions.

Your Halite Team

Walking away from a large and successful institutional and family office practice was a decision rooted in more than 40 years of experience and a desire to create the kind of fellowship we knew was only possible through an independent journey.

In The News

FOR MANY INVESTORS, THE TECH ROUT IS ‘NOTHING TO LOSE SLEEP OVER’

Lee Caleshu, Chief Investment Officer, offers his thoughts on how to view the recent tech rout in the market, and if investors should be...

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Halite Partners Names Ric Butler CFO and COO

April 4, 2018 – Columbus, Ohio – Halite Partners (“Halite”), an SEC registered investment adviser, today announced the appointment of Ric Butler to...

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HALITE FOCUSES ON INSTITUTIONAL-STYLE SERVICE FOR WEALTHY INVESTORS

Financial Advisor IQ does a deep dive into Halite’s unique differentiators: its ability to provide high-net-worth investors with institutional-quality...

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