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Featured Business Financial Advisor in Palo Alto, CA
Palo Alto Financial Advisors
Holbrook Global Strategies
635 Bryant Street
Palo Alto, CA 94301
“Taking good care of clients and their investment assets.”
Advisor Profile
Richard Holbrook
Name:  Richard Holbrook

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.
 

General Information

Gender:    Male
CRD#:    127059
States Licensed in:    California, with clients in many other states.
Years of Experience in Financial Services:    30
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
 

Education

Academic Background
 
MBA, Stanford University
B.A. Economics, Brigham Young University. Graduated Magna Cum Laude with Honors
 

Services

Investment Types:    Commodities, Alternative Investments, Mutual Funds, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Annuities, Stocks
 

Qualifications & Memberships

Securities Licenses:    Series 65
Financial Organization Memberships:    CFA Institute, Paladin Registry, 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
 
 
 
Prepared By: Richard Holbrook

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