Cohalo Advisory LLC
Cohalo Advisory LLC is an asset management and investment advisory firm headquartered in Snoqualmie, Washington. Founded by Colton Loder, the firm is structured to deliver collaborative, innovative market strategies exclusively through separately managed accounts. Cohalo aims to serve lean institutional teams, dynamic executives, sophisticated asset owners with complex risks, and other discerning investors. The firm has 1 employee and manages portfolios for a mix of high net worth individuals and other investment advisers. Cohalo is noted for industry recognition across leading publications and awards, and focuses on a high trust, results-driven relationship with clients.
Investment Strategy
Cohalo employs a collaborative service model coupled with innovative strategies, focusing on asset management through separately managed accounts to provide high transparency, ownership, and liquidity. The flagship product seeks full-cycle returns using adaptive exposure to volatility and related risk premiums, aiming for enhanced alignment, diversification, and performance. The firm is recognized for its expertise across the investment landscape and prioritizes holistic portfolio improvement, particularly through volatility and risk-premium strategies.
Top Holdings
Equity Positions (13)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GAA | CAMBRIA ETF TR | 18.51% | $242.2K | 7,929 | $28.62 | $30.55 | +$1.4K |
G GLOF | ISHARES TR | 15.92% | $208.3K | 4,321 | $48.20 | $48.20 | +$208.3K |
S SVIX | VS TRUST | 15.05% | $197.0K | 12,700 | $15.51 | $15.51 | +$197.0K |
S SGOV | ISHARES TR | 13.62% | $178.3K | 1,770 | $100.35 | $100.69 | -$95.1K |
G GBIL | GOLDMAN SACHS ETF TR | 13.62% | $178.2K | 1,779 | $99.94 | $100.15 | -$95.2K |