Cohalo Advisory LLC

United States-flagUnited States Type: Commodity Trading Advisor (CTA) Registrations: NFA ID: 0514858
CRD ID: 297315
Program Past 12 Months Jun YTD CAROR WDD AUM Min Inv Visits
Cohalo Dynamic Volatility Strategies - Futures chart thumbnail
13.83 - -1.75 $ 832k $ 100k 826

Past performance is not necessarily indicative of future results. The risk of loss in trading commodity futures, options, and foreign exchange ("forex") is substantial.

Portfolio Manager

Colton Loder, CFA, CAIA

CTA Introduction

Cohalo® is a money management firm providing real solutions for discerning Investors. Our goal is to improve portfolios, period. We strive to do so through innovative market strategies and investor-friendly structures that aim to deliver attractive performance and true diversification. Colton Loder, CFA, CAIA—Principal and head trader/PM—began his career in the investment industry in 2007, ultimately overseeing billions in multi-asset portfolios on behalf of elite institutions before founding the firm from scratch ($0 AUM at launch) in 2018. He created the firm to serve Partners who desire serious improvement and prioritize competence and character. In addition to operating as a Commodity Trading Advisor, the firm is also a Registered Investment Adviser, enhancing its capabilities as a solutions provider across markets to better suit unique investor needs. Our flagship solution methodology—Dynamic Volatility Strategies (DVS)—operates in both equities and futures as standalone products, seeking uncorrelated full-cycle returns via adaptive exposure to volatility and related risk premiums.