A complete list of active advisors currently associated with Bob Holbrook Holdings LLC

Warmer can help you find a great advisor at Bob Holbrook Holdings LLC or one who fits your needs even better.

Bob Holbrook Holdings is a solo-registered investment adviser that primarily serves individual clients and also provides retirement-plan advisory services, managing roughly $10 million across about 68 accounts. The firm offers both discretionary and non-discretionary asset management as well as ERISA plan services for qualified retirement plans. The firm’s investment approach combines fundamental analysis with hedging techniques and a range of strategies that can include long- and short-term holdings, options trading, and the use of margin where appropriate. Portfolios are tailored to client goals and documented investment policy statements, with periodic reviews to monitor allocation, tax-loss harvesting opportunities, and suitability. What is atypical for a single-adviser independent firm is the explicit pension consulting work — the firm acts as both a limited-scope ERISA 3(21) fiduciary and, when engaged, as a discretionary ERISA 3(38) investment manager — and its allowance of borrowing within separately managed accounts. The firm is also affiliated with an insurance practice and discloses that representatives receive commissions for insurance sales, a conflict that is described and mitigated in its disclosures.

To learn more about the advisors currently working at Bob Holbrook Holdings LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.