Purpose
—WHY—
Improve Portfolios
Cohalo® exists to strengthen investment programs, period.
We seek enduring relationships with the Institutions we serve, earned through attentive and skillful stewardship of entrusted capital.
Offerings
—WHAT—
Applied Expertise
Asset management and advisory engagements are configured around each mandate’s unique objectives and constraints.
Services range from integrated portfolio management to standalone alternative strategies.
Approach
—HOW—
Disciplined Judgment
The Cohalo® model combines close collaboration with independent perspective and sophisticated market insight.
Partner organizations preserve strategic authority, stakeholder ownership, and operational infrastructure while gaining valuable investment management capacity.
[see important disclosures in footer]
Clients
—WHO—
Investment Professionals
We work with investment professionals responsible for capital allocation who prioritize competence and character.
Investment leaders at RIAs, family offices, insurance companies, foundations, and other lean institutional teams are our primary Client relationships.
Ethos
—PRINCIPLES—
Pursue Truth. Practice Virtue. Permit Revision.
We seek the most accurate understanding available, translate sound judgment into principled action, and remain committed to continual refinement.
Media
—MENTIONS—
Chip Stock Slump Rekindles Wall Street … Bloomberg – June 4, 2026
Are CTAs the Perfect Crisis Hedge? EQDerivatives – April 1, 2026
Computer-Driven Traders are Bullish On Stocks … Bloomberg – August 10, 2025
For Exhausted Stock Market Pros the Choice Is … Bloomberg – May 10, 2025
Lockstep Moves … Suggest More Volatility Bloomberg – March 5, 2025
[Cohalo®] Tests Vol Products In Japan … EQDerivatives – December 4, 2024
Election Roundup: Elevated Vol Across … EQDerivatives – November 6, 2024
Top Performing CTAs: 2024 Year to Date … aiSource – July 25, 2024
Meet the Inst Inv 2024 Hedge Fund Rising Stars* II – June 21, 2024
Winners of the 21st Annual Hedge Fund Awards* II – May 1, 2024
SBai Welcomes New Stakeholders: [Cohalo®] SBai – March 27, 2024
Top Commodity Trading Advisors of 2023 … aiSource – February 8, 2024
Top Performing Commodity Trading Advisors aiSource – August 22, 2023
The Hedge Fund Journal | Tomorrow’s Titans ’22 THFJ – July 27, 2022
Investors Choice Awards [Americas | Volatility]* ICA – March 10, 2022
Top 10 Commodity Trading Advisors of 2021 aiSource – February 17, 2022
Fear Is Everywhere in Volatility Market Even as … Bloomberg – March 25, 2021
Volatility Observers React To U.S. Election EQDerivatives – November 4, 2020
Election Volatility Is Short Trade of a Lifetime … Bloomberg – October 6, 2020
VIX Flashes Most Enticing Short Since 2012 … Bloomberg – August 4, 2020
The VIX Is Still Flashing Warnings for Stock Bulls Bloomberg – July 6, 2020
Q1 2020 EQD Magazine, Americas (Cover Story) EQDerivatives – March 25, 2020
Cohalo Offers Novel Vol Risk Premium Strategy EQDerivatives – April 9, 2019
Ex-Goldman PM launches Seattle-based CTA CTA_Intelligence – November 6, 2018
[Managing Principal Colton Loder pictured, second from left]
* Linked articles may reference third-party industry awards or recognitions in relation to the firm’s offerings as of and/or for the given time period, for which Cohalo® has a reasonable basis to believe that the methods used in determining the award or recognition allowed participants to provide both favorable and unfavorable responses equally without any predetermined result, and for which Cohalo® neither provided nor received any compensation directly or indirectly to/from the sponsor(s) of said award or recognition.
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© 2018 – 2026 Cohalo Advisory LLC, all rights reserved | development: JoeCode
THE RISK OF LOSS IN TRADING IN COMMODITY INTERESTS (FUTURES AND OPTIONS) CAN BE SUBSTANTIAL. CAREFULLY CONSIDER WHETHER SUCH INSTRUMENTS ARE SUITABLE IN LIGHT OF YOUR FINANCIAL CONDITION. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.
Cohalo Advisory LLC is a Registered Investment Adviser (CRD 297315) & Commodity Trading Advisor / Commodity Pool Operator (NFA ID 0514858), and may only transact business in jurisdictions where it is appropriately registered or otherwise exempted from registration. Individualized responses to persons or organizations that involve the effecting of transactions in securities and/or futures, or the rendering of personalized investment advice for compensation, may only be conducted where properly registered or otherwise exempted. Please review the links regarding Terms, Disclosures, Privacy, Form ADV, and Form CRS for related information.