Utilizing machine learning for your portfolio

Holden Wealth uses AI to help increase your returns

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A passion for technology

Our focus on data will help you improve the performance of your portfolio

Selecting your assets

Our machine learning models help select the assets. The models are coded by us.

Optimizing your portfolio amounts

Weightings can dramatically change your returns.

Considering your risk profile

We pick the assets according to your risk profile and interests.

Consulting

We are not discretionary managers. You make the decision in the end.

Corporate 401k and pensions

Our unique solutions help executives extract as much value possible.

Data-driven solutions

Our decisions are based on data.

An array of resources

Our comprehensive suite of professional services caters to intelligent investors.

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