Golub Group offers investment management and financial planning for individuals, families, registered investment advisors, foundations, and select institutions. Our value-based investment approach focuses on delivering dependable long-term growth and income.
|Firm Start Year:||2003|
|Name of Custodial Firm:||Charles Schwab|
|Number of Years with Current Firm:||10|
|I work with the following types of clients:||Individual Investors , Businesses , Non-Profit Organizations|
|Investment Types:||Bonds , Stocks|
|I can meet clients in the following ways:||At my office , At your home , At your office , Via phone , Via email|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$1,000,000|
|Bachelor of Arts - History||
Washington and Lee - Lexington, Virginia
September 1990-May 1994
Colin brings over 15 years of investment analysis, equity research and portfolio management experience to Golub Group. As President, Colin directs all business and investment activities for the firm. Prior to the formation of the Golub Group, Colin served as a research analyst and portfolio manager with regional investment firms Branch Cabell, & Co. and Hoefer and Arnett, Inc., where he worked closely with Michael Golub for over eight years. Colin graduated from Washington and Lee University, where he was an All-American lacrosse player. Colin has passed Level I of the Chartered Financial Analyst (CFA) Exam.
Financial Planning for Individuals
Our goal is your financial security and peace of mind. Golub Group's Financial Advisors work closely with you to understand your long-term financial needs and then design a plan that will meet them, today and in the future. Our job is to give you confidence in your financial future and then partner with you to maintain that confidence over the long term.
Golub Group?s portfolio management services are handled by our in-house investment team. This team has a collective 100 years of investment knowledge and experience. Our value-based investment philosophy emphasizes long-term growth and income generation.
Golub Group has a trusted network of professionals that we refer this business to.
|Union City||Daly City|
|San Jose||San Bruno|
|Castro Valley||South San Francisco|
|Santa Clara||San Francisco|
|Palo Alto||San Ramon|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|