Holbrook Global Strategies
635 Bryant Street
Palo Alto, CA 94301
Our Focus
Your individual needs, goals and risk tolerance should be the unique factors that drive every financial decision you make. Rick Holbrook can help you make the most of your choices. Rick founded Holbrook Global Strategies with one key objective: to help investors achieve consistent growth in their investment assets by profiting from a wealth of investment opportunities on a global basis.
Holbrook Global Strategies can help you create a customized, comprehensive strategy to position your portfolio based on your personal objectives. Rick is a caring, experienced guide who brings a sophisticated, global approach to achieving your goals.
We manage funds for clients across a wide variety of investment objectives. Ranging from conservative income-oriented objectives to growth oriented global strategies, Rick works to help his clients achieve their specific investment goals. Whatever your objectives, we can help you.
World Class Services
We offer a broad range of investment choices and strategies to help our investors achieve success.
Holbrook Global Strategies offers you several key competitive advantages such as:
- A broad range of asset classes under analysis. All investment asset classes go through bull and bear markets. Having a wider array of asset classes under analysis enhances the firm's ability to position your assets into those that our research indicates offer the best potential. On an ongoing basis, Rick analyzes opportunities in the U.S. stock and bond markets, the overseas stock and bond markets, as well as tangible assets such as real estate, precious metals and commodities. His driving passion is to position clients into the best areas to help them achieve their investment goals.
- Access to the best investment managers in the country. Once Rick has selected the most promising asset classes to invest in, he determines the best way to invest. Sometimes a low cost, tax efficient index fund is preferred. In other cases, Rick selects from among the best managers in the nation with a particular expertise in that asset class.
- We are committed to help you meet your investment goals. Investment strategies are tailored to meet the needs of each client. With access to a wide range of asset classes, and to the best money managers in those asset classes, the firm is a leader in innovative and value added approaches to investment management for successful high net worth individuals.
Finding Global Opportunities for Asset Growth and Preservation
During the bear market of 2000-2003, the need for a global, flexible approach was driven home to many investors. While equities were being crushed, many other asset classes were thriving. Rick Holbrook has always been driven to keep clients invested in the best markets and asset classes.
Further, Rick is always accessible to his clients and proactive about helping them make changes based on their needs and lifestyles. His company, Holbrook Global Strategies, mirrors his commitment to providing caring service and comprehensive, sophisticated advice. He concentrates on the unique objectives and needs of his clients in order to provide customized solutions.
Please be aware that Holbrook Global Strategies has a portfolio minimum of $1,000,000 to accept inquiries through this directory.
