Richard Holbrook

635 Bryant Street
Palo Alto, CA 94301

Taking good care of clients and their investment assets.

Holbrook Global Strategies | Financial Advisor in Palo Alto ,CA

About Holbrook Global Strategies

Your individual needs, goals and risk tolerance should be the unique factors that drive every financial decision you make. We can help you make the most of your choices.

By taking a global investment approach, we help you maximize your investment opportunities. My service is very personalized and indivualized; I work hard to take good care of my clients. I would enjoy talking with you.

30 Years of Experience



General Information
Firm Start Year:   2003
No.of Employees:   1
States Licensed in:   California, with clients in many other states.
Number of Years with Current Firm:   6
Work Experience:   After graduating from the Stanford Graduate School of Business in 1979, I began working in this field of managing portfolios for individuals and families. I still love doing this work three decades later.

My greatest satisfaction is managing my client's assets well and taking good care of them personally.

Over the years, I have managed an international mutual fund and have travelled extensively around the world learning about the global markets. This has provided a great foundation to help clients succeed in today's challenging environment.
I work with the following types of clients:   Individual Investors


Services
Investment Types:   Mortgages & Real Estate , Mutual Funds , Commodities , Annuities , Stocks , Alternative Investments , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At your office , Via email , At my office , At your home , Via phone


Qualifications & Memberships
Financial Organization Memberships:   Paladin Registry , CFA Institute , Financial Planning Association (FPA)


Compliance
Registered Investment Advisor:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $1,000,000
Compensation Methods:   Based on Assets



FAQs

  • Do you have a customer satisfaction or refund policy? Yes, we want all clients to be completely satisfied! A client may terminate at any time and any unused fees are rebated.
  • What are your qualifications? What is your education background? I have been an investment advisor working with clients for over 30 years, since graduating from the Stanford Graduate School of Business. My entire career has been devoted to helping clients achieve investment success. I have managed an international mutual fund and traveled the world extensively. This has provided a strong foundation for helping clients profit from global opportunities.
  • What is your approach to financial planning? I work on a very individualized basis with clients, helping address their specific needs.
  • What services do you offer? Our primary service is doing a good job managing client portfolios. Our strategies include both growth and income/wealth preservation objectives. I take a very global approach to help clients benefit from the best opportunities available.
  • How many clients do you currently manage? We work with over 30 clients at present.
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Richard Holbrook

Richard Holbrook

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM