Holbrook Global Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Holbrook Global Strategies serves primarily individuals and families and also accepts trusts, foundations, pension plans and family offices. The firm provides discretionary portfolio management across stocks, bonds, mutual funds and ETFs and offers limited financial planning tied to clients’ investment goals.
The investment approach is global and long‑term, combining fundamental, macroeconomic and technical analysis to construct diversified, tailored portfolios and to adjust holdings as market conditions or client circumstances change. The firm implements discretionary trades on clients’ behalf and, on a limited basis with client approval and appropriate investor qualifications, evaluates illiquid private placements such as real estate, private equity, venture and distressed‑debt opportunities.
Distinctively for a solo advisor, the firm manages approximately $147.5 million for a relatively small client base and serves both high‑net‑worth individuals and institutional clients, a mix that can lead to more bespoke portfolio decisions than many peers. It custodies assets at a major brokerage that supplies reporting and trading tools, does not accept performance‑based fees, and generally leaves proxy voting to clients.
Client services
Expertise
Fee options
1.2% to 0.5% annually depending on portfolio size and complexity
$250 per hour for financial planning
Account minimum: $1,000,000 Minimum fee: $12,000 minimum annual fee Fee-only: Investment management fees only, no commissions
Main office
Foster City CA
Advisors at this office
1
Most active in
California
Also doing business as
Global Wealth Strategies · Global Wealth Strategies LLC · Holbrook Global Strategies
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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