Contact Us

We welcome inquiries from individuals and families seeking a thoughtful approach to investment management.

Please use the form below to contact us with general questions or to request an introductory conversation. Submissions are reviewed promptly, and we will respond if we believe our services may be a good fit. Meetings are by appointment only.

Holt Investment Partners provides investment advisory services only and does not offer legal or tax advice.

Email: daniel@holtinvestmentpartners.com

Phone: (949) 342-5405