Golub Group | Financial Advisor in San Mateo ,CA

1850 Gateway Drive, Suite 100
San Mateo, CA 94404

About

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.

15 Years of Experience



General Information
Firm Start Year:   2003
No.of Employees:   20-49
Name of Custodial Firm:   Charles Schwab
Number of Years with Current Firm:   10
I work with the following types of clients:   Non-Profit Organizations , Businesses , Individual Investors


Services
Investment Types:   Bonds , Stocks
I can meet clients in the following ways:   Via email , Via phone , At my office , At your home , At your office


Compensation & Fees
Minimum Portfolio Size for New Managed Accounts:   $1,000,000


Education
Bachelor of Arts - History  Washington and Lee - Lexington, Virginia
September 1990-May 1994



FAQs

  • Do you have a customer satisfaction or refund policy? Yes.
  • What are your qualifications? What is your education background? Golub Group consists of both CFA and CFP professional advisors.
  • What is your approach to financial planning? Golub Group seeks to understand your goals and objectives as well as your cash and income needs.
  • What services do you offer? Financial planning, retirement planning and investment management.
  • How many clients do you currently manage? Golub Group manages over 700 client relationships.
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Colin Higgins

Colin Higgins

Biography


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.

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My Services


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.


Portfolio Management

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.


Insurance Planning

Golub Group has a trusted network of professionals that we refer this business to.


My Team


Communities Served

Fremont Campbell
Newark Livermore
Union City Daly City
San Jose San Bruno
Menlo Park Cupertino
Castro Valley South San Francisco
Richmond Sunnyvale
Alameda Oakland
Santa Clara San Francisco
Hayward San Pablo
Martinez San Leandro
Milpitas Walnut Creek
Palo Alto San Ramon
Burlingame Pacifica

Office Hours

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